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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 | $355,677 | $167,533+112.3% | $151,645+134.5% | $134,545+164.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.10% | 7.81%-23.9pp | 3.34%-19.4pp | 418.37%-434.5pp |
| Employer contribution / active EE | $16,893 | $6,828+147.4% | $6,165+174.0% | $4,742+256.3% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,834 | $13,781-64.9% | $11,614-58.4% | $11,431-57.7% |