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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 | $660,102 | $167,353+294.4% | $143,797+359.1% | $134,545+390.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.37% | 0.48%-13.8pp | -0.04%-13.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $4,334 | $5,620-22.9% | $4,952-12.5% | $4,742-8.6% |
| Participant deferral / active EE | $9,867 | $6,447+53.0% | $5,638+75.0% | $6,401+54.1% |
| Admin fee / account holder | $3,865 | $18,096-78.6% | $14,679-73.7% | $11,431-66.2% |