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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 | $286,457 | $167,362+71.2% | $143,799+99.2% | $134,532+112.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.88% | 0.47%-15.4pp | -0.04%-14.8pp | 418.27%-433.1pp |
| Employer contribution / active EE | $1,901 | $5,620-66.2% | $4,952-61.6% | $4,741-59.9% |
| Participant deferral / active EE | $3,536 | $6,447-45.2% | $5,638-37.3% | $6,401-44.8% |
| Admin fee / account holder | $7,367 | $18,094-59.3% | $14,677-49.8% | $11,429-35.5% |