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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 | $451,249 | $167,504+169.4% | $151,628+197.6% | $134,509+235.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.13% | 7.81%-26.9pp | 3.34%-22.5pp | 418.13%-437.3pp |
| Employer contribution / active EE | $5,299 | $6,828-22.4% | $6,165-14.0% | $4,741+11.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $31,830 | $13,779+131.0% | $11,613+174.1% | $11,427+178.6% |