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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 | $444,878 | $133,998+232.0% | $112,263+296.3% | $134,545+230.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.75% | 47.17%-55.9pp | 27.49%-36.2pp | 418.37%-427.1pp |
| Employer contribution / active EE | $9,178 | $4,040+127.2% | $3,636+152.4% | $4,742+93.6% |
| Participant deferral / active EE | $7,832 | $5,292+48.0% | $4,729+65.6% | $6,401+22.3% |
| Admin fee / account holder | $17,134 | $7,493+128.7% | $6,410+167.3% | $11,431+49.9% |