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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 | $390,748 | $100,811+287.6% | $86,698+350.7% | $134,545+190.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -2.11% | 29.11%-31.2pp | 35.96%-38.1pp | 418.37%-420.5pp |
| Employer contribution / active EE | $1,880 | $3,490-46.1% | $2,837-33.7% | $4,742-60.4% |
| Participant deferral / active EE | $6,760 | $5,339+26.6% | $4,656+45.2% | $6,401+5.6% |
| Admin fee / account holder | $17,133 | $10,926+56.8% | $7,492+128.7% | $11,431+49.9% |