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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 | $458,722 | $129,959+253.0% | $104,301+339.8% | $134,532+241.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.42% | 42.04%-56.5pp | 24.61%-39.0pp | 418.27%-432.7pp |
| Employer contribution / active EE | $2,164 | $4,185-48.3% | $3,373-35.8% | $4,741-54.4% |
| Participant deferral / active EE | $11,018 | $5,589+97.1% | $4,626+138.2% | $6,401+72.1% |
| Admin fee / account holder | $2,932 | $9,325-68.6% | $7,340-60.1% | $11,429-74.3% |