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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 | $592,019 | $167,522+253.4% | $151,639+290.4% | $134,532+340.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.55% | 7.81%-26.4pp | 3.34%-21.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,500 | $6,828-48.7% | $6,165-43.2% | $4,741-26.2% |
| Participant deferral / active EE | $6,833 | $8,986-24.0% | $8,363-18.3% | $6,401+6.8% |
| Admin fee / account holder | $6,054 | $13,780-56.1% | $11,613-47.9% | $11,429-47.0% |