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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 | $476,887 | $133,983+255.9% | $112,244+324.9% | $134,493+254.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.02% | 47.13%-64.2pp | 27.46%-44.5pp | 418.01%-435.0pp |
| Employer contribution / active EE | $3,786 | $4,039-6.3% | $3,635+4.1% | $4,740-20.1% |
| Participant deferral / active EE | $16,569 | $5,291+213.1% | $4,728+250.4% | $6,400+158.9% |
| Admin fee / account holder | $748 | $7,490-90.0% | $6,411-88.3% | $11,425-93.5% |