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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 | $373,092 | $95,917+289.0% | $79,583+368.8% | $134,545+177.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.11% | -2.70%-15.4pp | 0.16%-18.3pp | 418.37%-436.5pp |
| Employer contribution / active EE | $11,568 | $3,129+269.7% | $2,414+379.3% | $4,742+144.0% |
| Participant deferral / active EE | $8,500 | $4,694+81.1% | $3,986+113.3% | $6,401+32.8% |
| Admin fee / account holder | $3,207 | $9,132-64.9% | $6,835-53.1% | $11,431-71.9% |