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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 | $296,256 | $93,117+218.2% | $77,096+284.3% | $134,532+120.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -15.81% | 62.67%-78.5pp | 42.35%-58.2pp | 418.27%-434.1pp |
| Employer contribution / active EE | $1,904 | $3,420-44.3% | $2,814-32.3% | $4,741-59.8% |
| Participant deferral / active EE | $13,035 | $5,241+148.7% | $4,429+194.3% | $6,401+103.6% |
| Admin fee / account holder | $1,244 | $6,948-82.1% | $5,428-77.1% | $11,429-89.1% |