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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 | $370,967 | $100,811+268.0% | $86,698+327.9% | $134,545+175.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.07% | 29.11%-47.2pp | 35.96%-54.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $5,576 | $3,490+59.8% | $2,837+96.6% | $4,742+17.6% |
| Participant deferral / active EE | $14,461 | $5,339+170.8% | $4,656+210.6% | $6,401+125.9% |
| Admin fee / account holder | $2,197 | $10,926-79.9% | $7,492-70.7% | $11,431-80.8% |