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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 | $322,299 | $82,324+291.5% | $68,803+368.4% | $134,545+139.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.31% | -2.17%-14.1pp | -6.37%-9.9pp | 418.37%-434.7pp |
| Employer contribution / active EE | $14,378 | $3,302+335.5% | $2,656+441.4% | $4,742+203.2% |
| Participant deferral / active EE | $6,463 | $4,740+36.3% | $3,942+63.9% | $6,401+1.0% |
| Admin fee / account holder | $1,192 | $6,485-81.6% | $4,936-75.9% | $11,431-89.6% |