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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 | $277,145 | $82,314+236.7% | $68,808+302.8% | $134,532+106.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.27% | -2.18%-14.1pp | -6.37%-9.9pp | 418.27%-434.5pp |
| Employer contribution / active EE | $16,111 | $3,301+388.0% | $2,656+506.6% | $4,741+239.8% |
| Participant deferral / active EE | $14,382 | $4,740+203.4% | $3,942+264.8% | $6,401+124.7% |
| Admin fee / account holder | $777 | $6,484-88.0% | $4,936-84.3% | $11,429-93.2% |