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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 | $574,000 | $167,362+243.0% | $143,799+299.2% | $134,532+326.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.15% | 0.47%-15.6pp | -0.04%-15.1pp | 418.27%-433.4pp |
| Employer contribution / active EE | $9,695 | $5,620+72.5% | $4,952+95.8% | $4,741+104.5% |
| Participant deferral / active EE | $8,592 | $6,447+33.3% | $5,638+52.4% | $6,401+34.2% |
| Admin fee / account holder | $5,010 | $18,094-72.3% | $14,677-65.9% | $11,429-56.2% |