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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 | $311,826 | $100,811+209.3% | $86,698+259.7% | $134,545+131.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.47% | 29.11%-46.6pp | 35.96%-53.4pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,529 | $3,490-27.5% | $2,837-10.9% | $4,742-46.7% |
| Participant deferral / active EE | $7,929 | $5,339+48.5% | $4,656+70.3% | $6,401+23.9% |
| Admin fee / account holder | $4,195 | $10,926-61.6% | $7,492-44.0% | $11,431-63.3% |