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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 | $355,157 | $142,409+149.4% | $119,634+196.9% | $134,545+164.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.73% | -12.46%-4.3pp | -14.98%-1.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $6,541 | $5,224+25.2% | $4,232+54.6% | $4,742+38.0% |
| Participant deferral / active EE | $12,512 | $6,468+93.4% | $5,601+123.4% | $6,401+95.5% |
| Admin fee / account holder | $3,715 | $13,594-72.7% | $10,329-64.0% | $11,431-67.5% |