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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 | $266,040 | $142,409+86.8% | $119,634+122.4% | $134,545+97.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.79% | -12.46%-1.3pp | -14.98%+1.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $5,150 | $5,224-1.4% | $4,232+21.7% | $4,742+8.6% |
| Participant deferral / active EE | $12,359 | $6,468+91.1% | $5,601+120.7% | $6,401+93.1% |
| Admin fee / account holder | $2,571 | $13,594-81.1% | $10,329-75.1% | $11,431-77.5% |