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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 | $277,866 | $211,946+31.1% | $169,452+64.0% | $135,380+105.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.10% | 3.26%-8.4pp | 1.83%-6.9pp | 519.81%-524.9pp |
| Employer contribution / active EE | $14,912 | $5,117+191.4% | $4,157+258.7% | $4,779+212.0% |
| Participant deferral / active EE | $12,890 | $6,075+112.2% | $5,277+144.3% | $5,609+129.8% |
| Admin fee / account holder | $51,272 | $11,472+346.9% | $9,110+462.8% | $10,828+373.5% |