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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 | $301,216 | $167,362+80.0% | $143,799+109.5% | $134,532+123.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.14% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $13,147 | $5,620+133.9% | $4,952+165.5% | $4,741+177.3% |
| Participant deferral / active EE | $13,688 | $6,447+112.3% | $5,638+142.8% | $6,401+113.8% |
| Admin fee / account holder | $1,029 | $18,094-94.3% | $14,677-93.0% | $11,429-91.0% |