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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 | $262,737 | $167,362+57.0% | $143,799+82.7% | $134,532+95.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.50% | 0.47%-20.0pp | -0.04%-19.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $14,178 | $5,620+152.3% | $4,952+186.3% | $4,741+199.0% |
| Participant deferral / active EE | $12,157 | $6,447+88.6% | $5,638+115.6% | $6,401+89.9% |
| Admin fee / account holder | $112,688 | $18,094+522.8% | $14,677+667.8% | $11,429+886.0% |