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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 | $332,257 | $167,533+98.3% | $151,645+119.1% | $134,545+146.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.26% | 7.81%-27.1pp | 3.34%-22.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $24,357 | $6,828+256.7% | $6,165+295.1% | $4,742+413.7% |
| Participant deferral / active EE | $17,650 | $8,985+96.4% | $8,363+111.1% | $6,401+175.7% |
| Admin fee / account holder | $2,131 | $13,781-84.5% | $11,614-81.7% | $11,431-81.4% |