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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 | $263,076 | $167,504+57.1% | $151,628+73.5% | $134,509+95.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.16% | 7.81%-28.0pp | 3.34%-23.5pp | 418.13%-438.3pp |
| Employer contribution / active EE | $21,046 | $6,828+208.2% | $6,165+241.4% | $4,741+344.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,655 | $13,779-29.9% | $11,613-16.9% | $11,427-15.5% |