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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 | $444,276 | $100,811+340.7% | $86,698+412.4% | $134,545+230.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.36% | 29.11%-35.5pp | 35.96%-42.3pp | 418.37%-424.7pp |
| Employer contribution / active EE | $14,567 | $3,490+317.4% | $2,837+413.5% | $4,742+207.2% |
| Participant deferral / active EE | $7,780 | $5,339+45.7% | $4,656+67.1% | $6,401+21.5% |
| Admin fee / account holder | $48,036 | $10,926+339.6% | $7,492+541.2% | $11,431+320.2% |