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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 | $515,276 | $107,809+378.0% | $90,657+468.4% | $135,380+280.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -2.82% | -0.90%-1.9pp | 1.89%-4.7pp | 519.81%-522.6pp |
| Employer contribution / active EE | $9,999 | $3,018+231.3% | $2,532+294.9% | $4,779+109.2% |
| Participant deferral / active EE | $7,032 | $3,872+81.6% | $3,424+105.4% | $5,609+25.4% |
| Admin fee / account holder | $4,994 | $5,931-15.8% | $4,9940% | $10,828-53.9% |