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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 | $378,252 | $167,353+126.0% | $143,797+163.0% | $134,545+181.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.64% | 0.48%-15.1pp | -0.04%-14.6pp | 418.37%-433.0pp |
| Employer contribution / active EE | $38,088 | $5,620+577.7% | $4,952+669.1% | $4,742+703.3% |
| Participant deferral / active EE | $22,846 | $6,447+254.4% | $5,638+305.2% | $6,401+256.9% |
| Admin fee / account holder | $18,885 | $18,096+4.4% | $14,679+28.7% | $11,431+65.2% |