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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 | $312,682 | $87,016+259.3% | $63,244+394.4% | $125,389+149.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -0.70% | 21.71%-22.4pp | -70.31%+69.6pp | 282.24%-282.9pp |
| Employer contribution / active EE | $10,714 | $3,601+197.6% | $2,322+361.4% | $4,866+120.2% |
| Participant deferral / active EE | $12,437 | $3,939+215.7% | $2,953+321.1% | $5,352+132.4% |
| Admin fee / account holder | $1,767 | $11,954-85.2% | $5,893-70.0% | $9,541-81.5% |