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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 | $263,026 | $129,959+102.4% | $104,301+152.2% | $134,532+95.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.69% | 42.04%-49.7pp | 24.61%-32.3pp | 418.27%-426.0pp |
| Employer contribution / active EE | $5,150 | $4,185+23.0% | $3,373+52.7% | $4,741+8.6% |
| Participant deferral / active EE | $10,511 | $5,589+88.0% | $4,626+127.2% | $6,401+64.2% |
| Admin fee / account holder | $17,382 | $9,325+86.4% | $7,340+136.8% | $11,429+52.1% |