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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 | $631,754 | $140,592+349.4% | $123,106+413.2% | $125,388+403.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.02% | 16.80%-18.8pp | 13.22%-15.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $0 | $6,041-100.0% | $5,151-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $32,000 | $6,980+358.4% | $6,229+413.7% | $5,352+498.0% |
| Admin fee / account holder | $5,093 | $11,198-54.5% | $9,015-43.5% | $9,541-46.6% |