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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 | $296,781 | $211,946+40.0% | $169,452+75.1% | $135,379+119.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.31% | 3.26%-6.6pp | 1.83%-5.1pp | 519.79%-523.1pp |
| Employer contribution / active EE | $1,971 | $5,117-61.5% | $4,157-52.6% | $4,779-58.8% |
| Participant deferral / active EE | $8,751 | $6,075+44.0% | $5,277+65.8% | $5,609+56.0% |
| Admin fee / account holder | $83,908 | $11,472+631.4% | $9,110+821.1% | $10,828+674.9% |