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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 | $336,568 | $113,941+195.4% | $94,229+257.2% | $125,389+168.4% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -3.41% | 5.29%-8.7pp | 10.68%-14.1pp | 282.24%-285.7pp |
| Employer contribution / active EE | $15,511 | $4,727+228.1% | $3,587+332.4% | $4,866+218.8% |
| Participant deferral / active EE | $11,340 | $5,179+119.0% | $4,320+162.5% | $5,352+111.9% |
| Admin fee / account holder | $1,754 | $8,392-79.1% | $6,269-72.0% | $9,541-81.6% |