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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 | $334,621 | $95,915+248.9% | $79,580+320.5% | $134,532+148.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.68% | -2.71%-13.0pp | 0.15%-15.8pp | 418.27%-433.9pp |
| Employer contribution / active EE | $9,004 | $3,129+187.8% | $2,413+273.1% | $4,741+89.9% |
| Participant deferral / active EE | $6,966 | $4,693+48.4% | $3,985+74.8% | $6,401+8.8% |
| Admin fee / account holder | $808 | $9,132-91.1% | $6,835-88.2% | $11,429-92.9% |