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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 | $304,923 | $167,353+82.2% | $143,797+112.1% | $134,545+126.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.40% | 0.48%-12.9pp | -0.04%-12.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $13,813 | $5,620+145.8% | $4,952+178.9% | $4,742+191.3% |
| Participant deferral / active EE | $9,759 | $6,447+51.4% | $5,638+73.1% | $6,401+52.5% |
| Admin fee / account holder | $1,562 | $18,096-91.4% | $14,679-89.4% | $11,431-86.3% |