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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 | $323,060 | $147,167+119.5% | $111,392+190.0% | $135,380+138.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -7.34% | -4.44%-2.9pp | -2.06%-5.3pp | 519.81%-527.1pp |
| Employer contribution / active EE | $17,708 | $5,204+240.3% | $4,328+309.2% | $4,779+270.6% |
| Participant deferral / active EE | $12,983 | $6,565+97.8% | $5,567+133.2% | $5,609+131.5% |
| Admin fee / account holder | $1,836 | $20,270-90.9% | $12,266-85.0% | $10,828-83.0% |