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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 | $362,440 | $133,981+170.5% | $112,249+222.9% | $134,532+169.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.02% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $12,762 | $4,040+215.9% | $3,636+251.0% | $4,741+169.2% |
| Participant deferral / active EE | $13,513 | $5,292+155.3% | $4,729+185.7% | $6,401+111.1% |
| Admin fee / account holder | $2,833 | $7,492-62.2% | $6,412-55.8% | $11,429-75.2% |