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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 | $294,546 | $82,678+256.3% | $125,391+134.9% | $68,490+330.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.21% | -5.97%-8.2pp | 572.41%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $3,538 | $3,382+4.6% | $4,816-26.5% | $2,597+36.3% |
| Participant deferral / active EE | $8,100 | $6,111+32.5% | $7,448+8.7% | $4,028+101.1% |
| Admin fee / account holder | $7,339 | $6,277+16.9% | $10,009-26.7% | $5,403+35.8% |