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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 | $422,772 | $95,915+340.8% | $79,580+431.3% | $134,532+214.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.00% | -2.71%-10.3pp | 0.15%-13.2pp | 418.27%-431.3pp |
| Employer contribution / active EE | $12,873 | $3,129+311.4% | $2,413+433.4% | $4,741+171.5% |
| Participant deferral / active EE | $18,000 | $4,693+283.5% | $3,985+351.7% | $6,401+181.2% |
| Admin fee / account holder | $2,286 | $9,132-75.0% | $6,835-66.5% | $11,429-80.0% |