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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 | $259,295 | $142,409+82.1% | $119,634+116.7% | $134,545+92.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.90% | -12.46%-6.4pp | -14.98%-3.9pp | 418.37%-437.3pp |
| Employer contribution / active EE | $16,667 | $5,224+219.0% | $4,232+293.8% | $4,742+251.5% |
| Participant deferral / active EE | $10,667 | $6,468+64.9% | $5,601+90.4% | $6,401+66.6% |
| Admin fee / account holder | $4,892 | $13,594-64.0% | $10,329-52.6% | $11,431-57.2% |