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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 | $283,441 | $167,352+69.4% | $143,788+97.1% | $134,509+110.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.47% | 0.47%-10.9pp | -0.03%-10.4pp | 418.13%-428.6pp |
| Employer contribution / active EE | $1,881 | $5,620-66.5% | $4,952-62.0% | $4,741-60.3% |
| Participant deferral / active EE | $6,686 | $6,447+3.7% | $5,638+18.6% | $6,400+4.5% |
| Admin fee / account holder | $78,558 | $18,091+334.2% | $14,675+435.3% | $11,427+587.5% |