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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 | $381,794 | $95,915+298.1% | $79,580+379.8% | $134,532+183.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.99% | -2.71%-14.3pp | 0.15%-17.1pp | 418.27%-435.3pp |
| Employer contribution / active EE | $7,483 | $3,129+139.2% | $2,413+210.0% | $4,741+57.8% |
| Participant deferral / active EE | $17,110 | $4,693+264.6% | $3,985+329.3% | $6,401+167.3% |
| Admin fee / account holder | $3,396 | $9,132-62.8% | $6,835-50.3% | $11,429-70.3% |