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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 | $387,360 | $100,811+284.2% | $86,698+346.8% | $134,545+187.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -8.50% | 29.11%-37.6pp | 35.96%-44.5pp | 418.37%-426.9pp |
| Employer contribution / active EE | $750 | $3,490-78.5% | $2,837-73.6% | $4,742-84.2% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $34,237 | $10,926+213.4% | $7,492+357.0% | $11,431+199.5% |