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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 | $95,867+289.2% | $79,551+369.0% | $134,493+177.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.11% | -2.73%-15.4pp | 0.14%-18.3pp | 418.01%-436.1pp |
| Employer contribution / active EE | $11,568 | $3,128+269.9% | $2,413+379.4% | $4,740+144.0% |
| Participant deferral / active EE | $8,500 | $4,692+81.2% | $3,985+113.3% | $6,400+32.8% |
| Admin fee / account holder | $3,207 | $9,127-64.9% | $6,833-53.1% | $11,425-71.9% |