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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 | $458,579 | $113,941+302.5% | $94,229+386.7% | $125,389+265.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.70% | 5.29%-8.0pp | 10.68%-13.4pp | 282.24%-284.9pp |
| Employer contribution / active EE | $3,957 | $4,727-16.3% | $3,587+10.3% | $4,866-18.7% |
| Participant deferral / active EE | $11,971 | $5,179+131.1% | $4,320+177.1% | $5,352+123.7% |
| Admin fee / account holder | $1,417 | $8,392-83.1% | $6,269-77.4% | $9,541-85.1% |