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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 | $254,750 | $167,362+52.2% | $143,799+77.2% | $134,532+89.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.97% | 0.47%-15.4pp | -0.04%-14.9pp | 418.27%-433.2pp |
| Employer contribution / active EE | $15,111 | $5,620+168.9% | $4,952+205.1% | $4,741+218.7% |
| Participant deferral / active EE | $10,386 | $6,447+61.1% | $5,638+84.2% | $6,401+62.3% |
| Admin fee / account holder | $7,971 | $18,094-55.9% | $14,677-45.7% | $11,429-30.3% |