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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 | $417,226 | $142,409+193.0% | $119,634+248.8% | $134,545+210.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.65% | -12.46%-3.2pp | -14.98%-0.7pp | 418.37%-434.0pp |
| Employer contribution / active EE | $7,715 | $5,224+47.7% | $4,232+82.3% | $4,742+62.7% |
| Participant deferral / active EE | $6,940 | $6,468+7.3% | $5,601+23.9% | $6,401+8.4% |
| Admin fee / account holder | $7,212 | $13,594-47.0% | $10,329-30.2% | $11,431-36.9% |