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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 | $352,923 | $69,012+411.4% | $160,009+120.6% | $68,486+415.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -14.06% | -9.65%-4.4pp | 408.85%-422.9pp | -7.85%-6.2pp |
| Employer contribution / active EE | $13,841 | $2,212+525.6% | $4,225+227.6% | $2,597+433.0% |
| Participant deferral / active EE | $8,794 | $4,212+108.8% | $6,183+42.2% | $4,028+118.3% |
| Admin fee / account holder | $2,003 | $4,798-58.3% | $8,715-77.0% | $5,404-62.9% |