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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 | $283,393 | $167,522+69.2% | $151,639+86.9% | $134,532+110.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.31% | 7.81%-25.1pp | 3.34%-20.6pp | 418.27%-435.6pp |
| Employer contribution / active EE | $5,293 | $6,828-22.5% | $6,165-14.1% | $4,741+11.6% |
| Participant deferral / active EE | $11,908 | $8,986+32.5% | $8,363+42.4% | $6,401+86.0% |
| Admin fee / account holder | $17,068 | $13,780+23.9% | $11,613+47.0% | $11,429+49.3% |