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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 | $358,173 | $95,915+273.4% | $79,580+350.1% | $134,532+166.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.28% | -2.71%-14.6pp | 0.15%-17.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $18,578 | $3,129+493.8% | $2,413+669.8% | $4,741+291.8% |
| Participant deferral / active EE | $14,703 | $4,693+213.3% | $3,985+268.9% | $6,401+129.7% |
| Admin fee / account holder | $1,773 | $9,132-80.6% | $6,835-74.1% | $11,429-84.5% |