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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 | $306,141 | $95,915+219.2% | $79,580+284.7% | $134,532+127.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.74% | -2.71%-14.0pp | 0.15%-16.9pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,894 | $3,129-39.5% | $2,413-21.5% | $4,741-60.1% |
| Participant deferral / active EE | $2,971 | $4,693-36.7% | $3,985-25.5% | $6,401-53.6% |
| Admin fee / account holder | $1,026 | $9,132-88.8% | $6,835-85.0% | $11,429-91.0% |