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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 | $450,052 | $167,353+168.9% | $143,797+213.0% | $134,545+234.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.57% | 0.48%-15.0pp | -0.04%-14.5pp | 418.37%-432.9pp |
| Employer contribution / active EE | $2,512 | $5,620-55.3% | $4,952-49.3% | $4,742-47.0% |
| Participant deferral / active EE | $17,622 | $6,447+173.3% | $5,638+212.5% | $6,401+175.3% |
| Admin fee / account holder | $49,639 | $18,096+174.3% | $14,679+238.2% | $11,431+334.3% |