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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 | $355,860 | $93,117+282.2% | $77,096+361.6% | $134,532+164.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.72% | 62.67%-79.4pp | 42.35%-59.1pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,861 | $3,420-16.4% | $2,814+1.7% | $4,741-39.7% |
| Participant deferral / active EE | $4,448 | $5,241-15.1% | $4,429+0.4% | $6,401-30.5% |
| Admin fee / account holder | $39,278 | $6,948+465.3% | $5,428+623.5% | $11,429+243.7% |