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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 | $100,811+393.6% | $86,698+474.0% | $134,545+269.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.18% | 29.11%-46.3pp | 35.96%-53.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $1,609 | $3,490-53.9% | $2,837-43.3% | $4,742-66.1% |
| Participant deferral / active EE | $14,730 | $5,339+175.9% | $4,656+216.3% | $6,401+130.1% |
| Admin fee / account holder | $4,751 | $10,926-56.5% | $7,492-36.6% | $11,431-58.4% |