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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 | $392,389 | $100,805+289.3% | $86,698+352.6% | $134,532+191.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.53% | 29.09%-37.6pp | 35.95%-44.5pp | 418.27%-426.8pp |
| Employer contribution / active EE | $6,091 | $3,490+74.5% | $2,837+114.7% | $4,741+28.5% |
| Participant deferral / active EE | $7,840 | $5,339+46.8% | $4,656+68.4% | $6,401+22.5% |
| Admin fee / account holder | $33,894 | $10,925+210.2% | $7,493+352.4% | $11,429+196.6% |