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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 | $433,258 | $167,362+158.9% | $143,799+201.3% | $134,532+222.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.12% | 0.47%-14.6pp | -0.04%-14.1pp | 418.27%-432.4pp |
| Employer contribution / active EE | $1,268 | $5,620-77.4% | $4,952-74.4% | $4,741-73.2% |
| Participant deferral / active EE | $2,816 | $6,447-56.3% | $5,638-50.1% | $6,401-56.0% |
| Admin fee / account holder | $5,067 | $18,094-72.0% | $14,677-65.5% | $11,429-55.7% |