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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 | $365,235 | $90,467+303.7% | $93,759+289.5% | $134,509+171.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -15.31% | -15.72%+0.4pp | -11.33%-4.0pp | 418.13%-433.4pp |
| Employer contribution / active EE | $3,334 | $4,345-23.3% | $4,324-22.9% | $4,741-29.7% |
| Participant deferral / active EE | $13,292 | $5,980+122.3% | $6,096+118.1% | $6,400+107.7% |
| Admin fee / account holder | $1,631 | $9,258-82.4% | $7,197-77.3% | $11,427-85.7% |