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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 | $349,416 | $75,935+360.2% | $60,547+477.1% | $125,389+178.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | -3.27% | -5.38%+2.1pp | 335.64%-338.9pp | 282.24%-285.5pp |
| Employer contribution / active EE | $24,028 | $3,438+598.9% | $2,419+893.2% | $4,866+393.8% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $4,568 | $6,768-32.5% | $4,536+0.7% | $9,541-52.1% |