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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 | $825,205 | $142,409+479.5% | $119,634+589.8% | $134,545+513.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -5.85% | -12.46%+6.6pp | -14.98%+9.1pp | 418.37%-424.2pp |
| Employer contribution / active EE | $5,177 | $5,224-0.9% | $4,232+22.3% | $4,742+9.2% |
| Participant deferral / active EE | $20,020 | $6,468+209.5% | $5,601+257.4% | $6,401+212.8% |
| Admin fee / account holder | $8,198 | $13,594-39.7% | $10,329-20.6% | $11,431-28.3% |