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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 | $292,226 | $99,032+195.1% | $80,022+265.2% | $135,380+115.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -6.26% | 15.39%-21.6pp | 11.22%-17.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,492 | $3,043-51.0% | $2,468-39.6% | $4,779-68.8% |
| Participant deferral / active EE | $6,564 | $4,282+53.3% | $3,686+78.1% | $5,609+17.0% |
| Admin fee / account holder | $8,972 | $10,436-14.0% | $6,521+37.6% | $10,828-17.1% |