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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 | $496,671 | $105,866+369.2% | $90,766+447.2% | $134,545+269.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.74% | -10.99%-1.8pp | -12.16%-0.6pp | 418.37%-431.1pp |
| Employer contribution / active EE | $3,920 | $3,464+13.2% | $2,922+34.1% | $4,742-17.3% |
| Participant deferral / active EE | $3,920 | $5,217-24.9% | $4,565-14.1% | $6,401-38.8% |
| Admin fee / account holder | $6,632 | $13,938-52.4% | $8,446-21.5% | $11,431-42.0% |