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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 | $410,951 | $167,353+145.6% | $143,797+185.8% | $134,545+205.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.04% | 0.48%-15.5pp | -0.04%-15.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $11,373 | $5,620+102.4% | $4,952+129.7% | $4,742+139.9% |
| Participant deferral / active EE | $13,033 | $6,447+102.2% | $5,638+131.2% | $6,401+103.6% |
| Admin fee / account holder | $113,334 | $18,096+526.3% | $14,679+672.1% | $11,431+891.5% |