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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 | $348,752 | $95,975+263.4% | $74,549+367.8% | $135,379+157.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.38% | 56.96%-62.3pp | 32.53%-37.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $2,317 | $2,716-14.7% | $1,961+18.2% | $4,779-51.5% |
| Participant deferral / active EE | $13,500 | $3,844+251.2% | $3,108+334.3% | $5,609+140.7% |
| Admin fee / account holder | $2,533 | $6,522-61.2% | $5,059-49.9% | $10,828-76.6% |