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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 | $517,291 | $142,392+263.3% | $119,622+332.4% | $134,532+284.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.46% | -12.46%+1.0pp | -14.98%+3.5pp | 418.27%-429.7pp |
| Employer contribution / active EE | $6,783 | $5,224+29.9% | $4,232+60.3% | $4,741+43.1% |
| Participant deferral / active EE | $8,700 | $6,467+34.5% | $5,601+55.3% | $6,401+35.9% |
| Admin fee / account holder | $32,860 | $13,593+141.8% | $10,328+218.2% | $11,429+187.5% |