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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 | $386,860 | $167,362+131.2% | $143,799+169.0% | $134,532+187.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.68% | 0.47%-17.2pp | -0.04%-16.6pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,584 | $5,620-54.0% | $4,952-47.8% | $4,741-45.5% |
| Participant deferral / active EE | $7,276 | $6,447+12.8% | $5,638+29.0% | $6,401+13.7% |
| Admin fee / account holder | $3,262 | $18,094-82.0% | $14,677-77.8% | $11,429-71.5% |