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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 | $381,480 | $167,533+127.7% | $151,645+151.6% | $134,545+183.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.33% | 7.81%-23.1pp | 3.34%-18.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $24,934 | $6,828+265.2% | $6,165+304.4% | $4,742+425.9% |
| Participant deferral / active EE | $16,154 | $8,985+79.8% | $8,363+93.2% | $6,401+152.4% |
| Admin fee / account holder | $11,866 | $13,781-13.9% | $11,614+2.2% | $11,431+3.8% |