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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 | $371,767 | $133,981+177.5% | $112,249+231.2% | $134,532+176.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.47% | 47.16%-52.6pp | 27.48%-33.0pp | 418.27%-423.7pp |
| Employer contribution / active EE | $10,845 | $4,040+168.4% | $3,636+198.3% | $4,741+128.7% |
| Participant deferral / active EE | $9,505 | $5,292+79.6% | $4,729+101.0% | $6,401+48.5% |
| Admin fee / account holder | $1,787 | $7,492-76.1% | $6,412-72.1% | $11,429-84.4% |