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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 | $556,376 | $95,917+480.1% | $79,583+599.1% | $134,545+313.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.14% | -2.70%-16.4pp | 0.16%-19.3pp | 418.37%-437.5pp |
| Employer contribution / active EE | $9,051 | $3,129+189.3% | $2,414+275.0% | $4,742+90.9% |
| Participant deferral / active EE | $8,322 | $4,694+77.3% | $3,986+108.8% | $6,401+30.0% |
| Admin fee / account holder | $98,175 | $9,132+975.1% | $6,835+1336.3% | $11,431+758.9% |