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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 | $283,006 | $140,592+101.3% | $123,105+129.9% | $125,389+125.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.19% | 16.80%-20.0pp | 13.22%-16.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $11,021 | $6,041+82.4% | $5,151+114.0% | $4,866+126.5% |
| Participant deferral / active EE | $14,625 | $6,980+109.5% | $6,229+134.8% | $5,352+173.3% |
| Admin fee / account holder | $19,437 | $11,198+73.6% | $9,014+115.6% | $9,541+103.7% |