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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 | $265,713 | $142,409+86.6% | $119,634+122.1% | $134,545+97.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.37% | -12.46%-3.9pp | -14.98%-1.4pp | 418.37%-434.7pp |
| Employer contribution / active EE | $12,913 | $5,224+147.2% | $4,232+205.1% | $4,742+172.3% |
| Participant deferral / active EE | $8,750 | $6,468+35.3% | $5,601+56.2% | $6,401+36.7% |
| Admin fee / account holder | $3,425 | $13,594-74.8% | $10,329-66.8% | $11,431-70.0% |