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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 | $296,175 | $105,861+179.8% | $90,756+226.3% | $134,509+120.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -8.43% | -10.99%+2.6pp | -12.16%+3.7pp | 418.13%-426.6pp |
| Employer contribution / active EE | $10,934 | $3,463+215.7% | $2,922+274.2% | $4,741+130.6% |
| Participant deferral / active EE | $12,674 | $5,217+142.9% | $4,565+177.6% | $6,400+98.0% |
| Admin fee / account holder | $715 | $13,938-94.9% | $8,445-91.5% | $11,427-93.7% |