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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 | $377,343 | $142,392+165.0% | $119,622+215.4% | $134,532+180.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.24% | -12.46%+1.2pp | -14.98%+3.7pp | 418.27%-429.5pp |
| Employer contribution / active EE | $10,225 | $5,224+95.7% | $4,232+141.6% | $4,741+115.7% |
| Participant deferral / active EE | $8,034 | $6,467+24.2% | $5,601+43.5% | $6,401+25.5% |
| Admin fee / account holder | $5,966 | $13,593-56.1% | $10,328-42.2% | $11,429-47.8% |