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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 | $390,530 | $105,861+268.9% | $90,756+330.3% | $134,509+190.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.88% | -10.99%-4.9pp | -12.16%-3.7pp | 418.13%-434.0pp |
| Employer contribution / active EE | $14,234 | $3,463+311.0% | $2,922+387.2% | $4,741+200.3% |
| Participant deferral / active EE | $18,979 | $5,217+263.8% | $4,565+315.8% | $6,400+196.5% |
| Admin fee / account holder | $2,053 | $13,938-85.3% | $8,445-75.7% | $11,427-82.0% |