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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 | $295,107 | $142,361+107.3% | $119,608+146.7% | $134,509+119.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.60% | -12.46%-5.1pp | -14.98%-2.6pp | 418.13%-435.7pp |
| Employer contribution / active EE | $12,391 | $5,224+137.2% | $4,232+192.8% | $4,741+161.4% |
| Participant deferral / active EE | $13,007 | $6,468+101.1% | $5,601+132.2% | $6,400+103.2% |
| Admin fee / account holder | $15,990 | $13,588+17.7% | $10,326+54.9% | $11,427+39.9% |