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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 | $497,620 | $100,772+393.8% | $86,690+474.0% | $134,493+270.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.18% | 29.06%-46.2pp | 35.93%-53.1pp | 418.01%-435.2pp |
| Employer contribution / active EE | $1,609 | $3,490-53.9% | $2,837-43.3% | $4,740-66.0% |
| Participant deferral / active EE | $14,730 | $5,338+175.9% | $4,656+216.4% | $6,400+130.2% |
| Admin fee / account holder | $4,751 | $10,920-56.5% | $7,490-36.6% | $11,425-58.4% |