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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 | $337,254 | $113,941+196.0% | $94,228+257.9% | $125,388+169.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.20% | 5.29%-8.5pp | 10.68%-13.9pp | 282.24%-285.4pp |
| Employer contribution / active EE | $29,328 | $4,727+520.4% | $3,587+717.7% | $4,866+502.7% |
| Participant deferral / active EE | $20,400 | $5,179+293.9% | $4,320+372.2% | $5,352+281.2% |
| Admin fee / account holder | $6,474 | $8,392-22.9% | $6,269+3.3% | $9,541-32.1% |