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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 | $397,363 | $82,314+382.7% | $68,808+477.5% | $134,532+195.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.35% | -2.18%-16.2pp | -6.37%-12.0pp | 418.27%-436.6pp |
| Employer contribution / active EE | $38,554 | $3,301+1067.9% | $2,656+1351.7% | $4,741+713.2% |
| Participant deferral / active EE | $5,362 | $4,740+13.1% | $3,942+36.0% | $6,401-16.2% |
| Admin fee / account holder | $3,015 | $6,484-53.5% | $4,936-38.9% | $11,429-73.6% |