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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 | $269,450 | $95,915+180.9% | $79,580+238.6% | $134,532+100.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -18.59% | -2.71%-15.9pp | 0.15%-18.7pp | 418.27%-436.9pp |
| Employer contribution / active EE | $16,200 | $3,129+417.8% | $2,413+571.2% | $4,741+241.7% |
| Participant deferral / active EE | $9,448 | $4,693+101.3% | $3,985+137.1% | $6,401+47.6% |
| Admin fee / account holder | $401 | $9,132-95.6% | $6,835-94.1% | $11,429-96.5% |