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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 | $437,459 | $142,392+207.2% | $119,622+265.7% | $134,532+225.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.77% | -12.46%+6.7pp | -14.98%+9.2pp | 418.27%-424.0pp |
| Employer contribution / active EE | $1,667 | $5,224-68.1% | $4,232-60.6% | $4,741-64.8% |
| Participant deferral / active EE | $2,833 | $6,467-56.2% | $5,601-49.4% | $6,401-55.7% |
| Admin fee / account holder | $36,365 | $13,593+167.5% | $10,328+252.1% | $11,429+218.2% |