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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 | $260,863 | $134,001+94.7% | $112,258+132.4% | $134,509+93.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.60% | 47.15%-64.8pp | 27.47%-45.1pp | 418.13%-435.7pp |
| Employer contribution / active EE | $7,586 | $4,039+87.8% | $3,636+108.7% | $4,741+60.0% |
| Participant deferral / active EE | $12,856 | $5,291+143.0% | $4,728+171.9% | $6,400+100.9% |
| Admin fee / account holder | $47,573 | $7,491+535.1% | $6,411+642.0% | $11,427+316.3% |