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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 | $396,235 | $100,805+293.1% | $86,698+357.0% | $134,532+194.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.81% | 29.09%-43.9pp | 35.95%-50.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $11,335 | $3,490+224.8% | $2,837+299.6% | $4,741+139.1% |
| Participant deferral / active EE | $12,333 | $5,339+131.0% | $4,656+164.9% | $6,401+92.7% |
| Admin fee / account holder | $3,790 | $10,925-65.3% | $7,493-49.4% | $11,429-66.8% |