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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 | $250,638 | $142,409+76.0% | $119,634+109.5% | $134,545+86.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.67% | -12.46%-4.2pp | -14.98%-1.7pp | 418.37%-435.0pp |
| Employer contribution / active EE | $12,985 | $5,224+148.6% | $4,232+206.8% | $4,742+173.9% |
| Participant deferral / active EE | $13,141 | $6,468+103.2% | $5,601+134.6% | $6,401+105.3% |
| Admin fee / account holder | $525 | $13,594-96.1% | $10,329-94.9% | $11,431-95.4% |