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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 | $394,716 | $82,324+379.5% | $68,803+473.7% | $134,545+193.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -4.07% | -2.17%-1.9pp | -6.37%+2.3pp | 418.37%-422.4pp |
| Employer contribution / active EE | $37,751 | $3,302+1043.4% | $2,656+1321.5% | $4,742+696.2% |
| Participant deferral / active EE | $5,714 | $4,740+20.5% | $3,942+45.0% | $6,401-10.7% |
| Admin fee / account holder | $97,571 | $6,485+1404.6% | $4,936+1876.8% | $11,431+753.6% |