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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 | $415,420 | $82,324+404.6% | $68,803+503.8% | $134,545+208.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.92% | -2.17%-14.7pp | -6.37%-10.6pp | 418.37%-435.3pp |
| Employer contribution / active EE | $24,914 | $3,302+654.6% | $2,656+838.1% | $4,742+425.4% |
| Participant deferral / active EE | $10,556 | $4,740+122.7% | $3,942+167.8% | $6,401+64.9% |
| Admin fee / account holder | $62,389 | $6,485+862.1% | $4,936+1164.0% | $11,431+445.8% |