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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 | $893,071 | $167,353+433.6% | $143,797+521.1% | $134,545+563.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | 0.48%-16.0pp | -0.04%-15.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,875 | $5,620-48.9% | $4,952-42.0% | $4,742-39.4% |
| Participant deferral / active EE | $13,530 | $6,447+109.9% | $5,638+140.0% | $6,401+111.4% |
| Admin fee / account holder | $3,707 | $18,096-79.5% | $14,679-74.7% | $11,431-67.6% |