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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 | $403,339 | $107,809+274.1% | $90,657+344.9% | $135,379+197.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.59% | -0.90%-8.7pp | 1.89%-11.5pp | 519.79%-529.4pp |
| Employer contribution / active EE | $2,541 | $3,018-15.8% | $2,532+0.4% | $4,779-46.8% |
| Participant deferral / active EE | $13,510 | $3,872+248.9% | $3,424+294.5% | $5,609+140.9% |
| Admin fee / account holder | $3,678 | $5,931-38.0% | $4,994-26.3% | $10,828-66.0% |