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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 | $288,421 | $167,362+72.3% | $143,799+100.6% | $134,532+114.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.55% | 0.47%-14.0pp | -0.04%-13.5pp | 418.27%-431.8pp |
| Employer contribution / active EE | $13,094 | $5,620+133.0% | $4,952+164.4% | $4,741+176.2% |
| Participant deferral / active EE | $13,280 | $6,447+106.0% | $5,638+135.5% | $6,401+107.5% |
| Admin fee / account holder | $723 | $18,094-96.0% | $14,677-95.1% | $11,429-93.7% |