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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 | $281,083 | $217,432+29.3% | $185,849+51.2% | $167,536+67.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $4,919 | $5,875-16.3% | $5,169-4.8% | $4,839+1.6% |
| Participant deferral / active EE | $3,948 | $6,357-37.9% | $5,569-29.1% | $6,342-37.8% |
| Admin fee / account holder | $309 | $19,818-98.4% | $16,244-98.1% | $12,315-97.5% |