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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 | $270,022 | $167,522+61.2% | $151,639+78.1% | $134,532+100.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.81% | 7.81%-28.6pp | 3.34%-24.1pp | 418.27%-439.1pp |
| Employer contribution / active EE | $28,167 | $6,828+312.5% | $6,165+356.9% | $4,741+494.1% |
| Participant deferral / active EE | $23,333 | $8,986+159.7% | $8,363+179.0% | $6,401+264.5% |
| Admin fee / account holder | $3,969 | $13,780-71.2% | $11,613-65.8% | $11,429-65.3% |