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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 | $361,765 | $138,072+162.0% | $123,549+192.8% | $135,382+167.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.16% | 153.69%-155.9pp | 119.20%-121.4pp | 519.77%-521.9pp |
| Employer contribution / active EE | $8,024 | $5,152+55.8% | $4,628+73.4% | $4,779+67.9% |
| Participant deferral / active EE | $14,241 | $6,799+109.4% | $6,426+121.6% | $5,609+153.9% |
| Admin fee / account holder | $21,218 | $10,917+94.4% | $9,284+128.5% | $10,829+95.9% |