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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 | $395,560 | $167,353+136.4% | $143,797+175.1% | $134,545+194.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.78% | 0.48%-12.3pp | -0.04%-11.7pp | 418.37%-430.1pp |
| Employer contribution / active EE | $3,717 | $5,620-33.9% | $4,952-24.9% | $4,742-21.6% |
| Participant deferral / active EE | $4,678 | $6,447-27.4% | $5,638-17.0% | $6,401-26.9% |
| Admin fee / account holder | $15,745 | $18,096-13.0% | $14,679+7.3% | $11,431+37.7% |