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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 | $349,085 | $167,353+108.6% | $143,797+142.8% | $134,545+159.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.78% | 0.48%-16.3pp | -0.04%-15.7pp | 418.37%-434.1pp |
| Employer contribution / active EE | $12,552 | $5,620+123.3% | $4,952+153.4% | $4,742+164.7% |
| Participant deferral / active EE | $6,975 | $6,447+8.2% | $5,638+23.7% | $6,401+9.0% |
| Admin fee / account holder | $2,705 | $18,096-85.1% | $14,679-81.6% | $11,431-76.3% |