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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 | $703,329 | $105,866+564.4% | $90,766+674.9% | $134,545+422.7% |
| Participation rate | 81.8% | 78.3%+3.6pp | 75.7%+6.1pp | 81.2%+0.6pp |
| Annual return | -9.91% | -10.99%+1.1pp | -12.16%+2.2pp | 418.37%-428.3pp |
| Employer contribution / active EE | $37,961 | $3,464+996.0% | $2,922+1199.2% | $4,742+700.6% |
| Participant deferral / active EE | $3,007 | $5,217-42.4% | $4,565-34.1% | $6,401-53.0% |
| Admin fee / account holder | $61,888 | $13,938+344.0% | $8,446+632.8% | $11,431+441.4% |