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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 | $299,552 | $167,362+79.0% | $143,799+108.3% | $134,532+122.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.50% | 0.47%-15.0pp | -0.04%-14.5pp | 418.27%-432.8pp |
| Employer contribution / active EE | $6,538 | $5,620+16.3% | $4,952+32.0% | $4,741+37.9% |
| Participant deferral / active EE | $24,880 | $6,447+285.9% | $5,638+341.3% | $6,401+288.7% |
| Admin fee / account holder | $51,514 | $18,094+184.7% | $14,677+251.0% | $11,429+350.7% |