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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 | $462,551 | $95,915+382.3% | $79,580+481.2% | $134,532+243.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -19.19% | -2.71%-16.5pp | 0.15%-19.3pp | 418.27%-437.5pp |
| Employer contribution / active EE | $2,808 | $3,129-10.3% | $2,413+16.3% | $4,741-40.8% |
| Participant deferral / active EE | $7,212 | $4,693+53.7% | $3,985+81.0% | $6,401+12.7% |
| Admin fee / account holder | $4,808 | $9,132-47.3% | $6,835-29.7% | $11,429-57.9% |