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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 | $268,135 | $100,805+166.0% | $86,698+209.3% | $134,532+99.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.35% | 29.09%-34.4pp | 35.95%-41.3pp | 418.27%-423.6pp |
| Employer contribution / active EE | $2,285 | $3,490-34.5% | $2,837-19.5% | $4,741-51.8% |
| Participant deferral / active EE | $8,291 | $5,339+55.3% | $4,656+78.1% | $6,401+29.5% |
| Admin fee / account holder | $710 | $10,925-93.5% | $7,493-90.5% | $11,429-93.8% |