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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 | $334,851 | $93,124+259.6% | $77,100+334.3% | $134,545+148.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.62% | 62.68%-82.3pp | 42.35%-62.0pp | 418.37%-438.0pp |
| Employer contribution / active EE | $8,084 | $3,421+136.3% | $2,815+187.2% | $4,742+70.5% |
| Participant deferral / active EE | $4,831 | $5,242-7.8% | $4,430+9.1% | $6,401-24.5% |
| Admin fee / account holder | $3,436 | $6,970-50.7% | $5,443-36.9% | $11,431-69.9% |