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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 | $387,805 | $105,866+266.3% | $90,766+327.3% | $134,545+188.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.73% | -10.99%-7.7pp | -12.16%-6.6pp | 418.37%-437.1pp |
| Employer contribution / active EE | $3,385 | $3,464-2.3% | $2,922+15.9% | $4,742-28.6% |
| Participant deferral / active EE | $17,103 | $5,217+227.8% | $4,565+274.7% | $6,401+167.2% |
| Admin fee / account holder | $18,850 | $13,938+35.2% | $8,446+123.2% | $11,431+64.9% |