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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $472,441 | $100,792+368.7% | $86,691+445.0% | $134,509+251.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 29.08%-48.1pp | 35.94%-54.9pp | 418.13%-437.1pp |
| Employer contribution / active EE | $20,931 | $3,491+499.7% | $2,837+637.8% | $4,741+341.5% |
| Participant deferral / active EE | $9,781 | $5,339+83.2% | $4,656+110.1% | $6,400+52.8% |
| Admin fee / account holder | $1,932 | $10,924-82.3% | $7,492-74.2% | $11,427-83.1% |