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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 | $379,011 | $167,362+126.5% | $143,799+163.6% | $134,532+181.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.68% | 0.47%-14.2pp | -0.04%-13.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $3,394 | $5,620-39.6% | $4,952-31.5% | $4,741-28.4% |
| Participant deferral / active EE | $25,155 | $6,447+290.2% | $5,638+346.1% | $6,401+293.0% |
| Admin fee / account holder | $9,235 | $18,094-49.0% | $14,677-37.1% | $11,429-19.2% |