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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 | $636,285 | $105,866+501.0% | $90,766+601.0% | $134,545+372.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.88% | -10.99%-6.9pp | -12.16%-5.7pp | 418.37%-436.3pp |
| Employer contribution / active EE | $3,417 | $3,464-1.3% | $2,922+17.0% | $4,742-27.9% |
| Participant deferral / active EE | $19,492 | $5,217+273.6% | $4,565+327.0% | $6,401+204.5% |
| Admin fee / account holder | $3,741 | $13,938-73.2% | $8,446-55.7% | $11,431-67.3% |