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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 | $382,733 | $133,981+185.7% | $112,249+241.0% | $134,532+184.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.80% | 47.16%-54.0pp | 27.48%-34.3pp | 418.27%-425.1pp |
| Employer contribution / active EE | $1,357 | $4,040-66.4% | $3,636-62.7% | $4,741-71.4% |
| Participant deferral / active EE | $2,324 | $5,292-56.1% | $4,729-50.9% | $6,401-63.7% |
| Admin fee / account holder | $6,949 | $7,492-7.3% | $6,412+8.4% | $11,429-39.2% |