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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 | $401,149 | $142,409+181.7% | $119,634+235.3% | $134,545+198.2% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.3%+9.6pp | 81.2%+7.7pp |
| Annual return | -17.85% | -12.46%-5.4pp | -14.98%-2.9pp | 418.37%-436.2pp |
| Employer contribution / active EE | $10,146 | $5,224+94.2% | $4,232+139.7% | $4,742+114.0% |
| Participant deferral / active EE | $14,522 | $6,468+124.5% | $5,601+159.3% | $6,401+126.9% |
| Admin fee / account holder | $108,963 | $13,594+701.5% | $10,329+954.9% | $11,431+853.2% |