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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 | $451,289 | $142,392+216.9% | $119,622+277.3% | $134,532+235.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.91% | -12.46%+3.6pp | -14.98%+6.1pp | 418.27%-427.2pp |
| Employer contribution / active EE | $10,350 | $5,224+98.1% | $4,232+144.6% | $4,741+118.3% |
| Participant deferral / active EE | $23,750 | $6,467+267.2% | $5,601+324.1% | $6,401+271.0% |
| Admin fee / account holder | $5,259 | $13,593-61.3% | $10,328-49.1% | $11,429-54.0% |