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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 | $274,034 | $167,522+63.6% | $151,639+80.7% | $134,532+103.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.31% | 7.81%-17.1pp | 3.34%-12.7pp | 418.27%-427.6pp |
| Employer contribution / active EE | $12,463 | $6,828+82.5% | $6,165+102.2% | $4,741+162.9% |
| Participant deferral / active EE | $8,123 | $8,986-9.6% | $8,363-2.9% | $6,401+26.9% |
| Admin fee / account holder | $324,078 | $13,780+2251.9% | $11,613+2690.6% | $11,429+2735.7% |