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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 | $376,229 | $82,324+357.0% | $68,803+446.8% | $134,545+179.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -7.86% | -2.17%-5.7pp | -6.37%-1.5pp | 418.37%-426.2pp |
| Employer contribution / active EE | $4,444 | $3,302+34.6% | $2,656+67.4% | $4,742-6.3% |
| Participant deferral / active EE | $6,744 | $4,740+42.3% | $3,942+71.1% | $6,401+5.4% |
| Admin fee / account holder | $801 | $6,485-87.6% | $4,936-83.8% | $11,431-93.0% |