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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 | $326,165 | $100,805+223.6% | $86,698+276.2% | $134,532+142.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -5.63% | 29.09%-34.7pp | 35.95%-41.6pp | 418.27%-423.9pp |
| Employer contribution / active EE | $1,583 | $3,490-54.6% | $2,837-44.2% | $4,741-66.6% |
| Participant deferral / active EE | $10,005 | $5,339+87.4% | $4,656+114.9% | $6,401+56.3% |
| Admin fee / account holder | $1,832 | $10,925-83.2% | $7,493-75.5% | $11,429-84.0% |