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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 | $252,581 | $167,353+50.9% | $143,797+75.7% | $134,545+87.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.48% | 0.48%-16.0pp | -0.04%-15.4pp | 418.37%-433.9pp |
| Employer contribution / active EE | $6,784 | $5,620+20.7% | $4,952+37.0% | $4,742+43.1% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,009 | $18,096-88.9% | $14,679-86.3% | $11,431-82.4% |