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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 | $324,724 | $167,522+93.8% | $151,639+114.1% | $134,532+141.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.81% | 7.81%-27.6pp | 3.34%-23.1pp | 418.27%-438.1pp |
| Employer contribution / active EE | $12,209 | $6,828+78.8% | $6,165+98.0% | $4,741+157.5% |
| Participant deferral / active EE | $12,208 | $8,986+35.9% | $8,363+46.0% | $6,401+90.7% |
| Admin fee / account holder | $123,201 | $13,780+794.1% | $11,613+960.9% | $11,429+978.0% |