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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 | $369,902 | $105,853+249.4% | $90,752+307.6% | $134,493+175.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.90% | -10.99%-1.9pp | -12.16%-0.7pp | 418.01%-430.9pp |
| Employer contribution / active EE | $1,708 | $3,462-50.7% | $2,921-41.5% | $4,740-64.0% |
| Participant deferral / active EE | $8,368 | $5,216+60.4% | $4,564+83.3% | $6,400+30.7% |
| Admin fee / account holder | $23,164 | $13,938+66.2% | $8,446+174.3% | $11,425+102.8% |