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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 | $477,071 | $100,811+373.2% | $86,698+450.3% | $134,545+254.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.11% | 29.11%-36.2pp | 35.96%-43.1pp | 418.37%-425.5pp |
| Employer contribution / active EE | $28,942 | $3,490+729.3% | $2,837+920.2% | $4,742+510.4% |
| Participant deferral / active EE | $16,633 | $5,339+211.5% | $4,656+257.2% | $6,401+159.8% |
| Admin fee / account holder | $8,441 | $10,926-22.7% | $7,492+12.7% | $11,431-26.2% |