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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 | $459,839 | $142,409+222.9% | $119,634+284.4% | $134,545+241.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.84% | -12.46%-6.4pp | -14.98%-3.9pp | 418.37%-437.2pp |
| Employer contribution / active EE | $5,515 | $5,224+5.6% | $4,232+30.3% | $4,742+16.3% |
| Participant deferral / active EE | $23,817 | $6,468+268.2% | $5,601+325.2% | $6,401+272.1% |
| Admin fee / account holder | $29,393 | $13,594+116.2% | $10,329+184.6% | $11,431+157.1% |