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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 | $350,432 | $167,362+109.4% | $143,799+143.7% | $134,532+160.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.66% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $7,667 | $5,620+36.4% | $4,952+54.8% | $4,741+61.7% |
| Participant deferral / active EE | $7,806 | $6,447+21.1% | $5,638+38.4% | $6,401+22.0% |
| Admin fee / account holder | $10,700 | $18,094-40.9% | $14,677-27.1% | $11,429-6.4% |