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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 | $383,228 | $85,790+346.7% | $67,313+469.3% | $135,380+183.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.97% | -0.54%-7.4pp | -4.08%-3.9pp | 519.81%-527.8pp |
| Employer contribution / active EE | $18,980 | $3,487+444.3% | $2,566+639.8% | $4,779+297.2% |
| Participant deferral / active EE | $7,979 | $4,651+71.6% | $3,568+123.6% | $5,609+42.3% |
| Admin fee / account holder | $2,608 | $6,392-59.2% | $4,507-42.1% | $10,828-75.9% |