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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 | $260,232 | $167,353+55.5% | $143,797+81.0% | $134,545+93.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.11% | 0.48%-17.6pp | -0.04%-17.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $8,559 | $5,620+52.3% | $4,952+72.8% | $4,742+80.5% |
| Participant deferral / active EE | $9,657 | $6,447+49.8% | $5,638+71.3% | $6,401+50.9% |
| Admin fee / account holder | $5,930 | $18,096-67.2% | $14,679-59.6% | $11,431-48.1% |