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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 | $250,936 | $167,362+49.9% | $143,799+74.5% | $134,532+86.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.62% | 0.47%-13.1pp | -0.04%-12.6pp | 418.27%-430.9pp |
| Employer contribution / active EE | $4,205 | $5,620-25.2% | $4,952-15.1% | $4,741-11.3% |
| Participant deferral / active EE | $4,832 | $6,447-25.1% | $5,638-14.3% | $6,401-24.5% |
| Admin fee / account holder | $23,361 | $18,094+29.1% | $14,677+59.2% | $11,429+104.4% |