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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 | $356,866 | $167,362+113.2% | $143,799+148.2% | $134,532+165.3% |
| Participation rate | 85.0% | 84.8%+0.2pp | 80.3%+4.7pp | 81.2%+3.8pp |
| Annual return | -18.22% | 0.47%-18.7pp | -0.04%-18.2pp | 418.27%-436.5pp |
| Employer contribution / active EE | $11,250 | $5,620+100.2% | $4,952+127.2% | $4,741+137.3% |
| Participant deferral / active EE | $6,666 | $6,447+3.4% | $5,638+18.2% | $6,401+4.1% |
| Admin fee / account holder | $2,066 | $18,094-88.6% | $14,677-85.9% | $11,429-81.9% |