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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 | $325,548 | $167,352+94.5% | $143,788+126.4% | $134,509+142.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.44% | 0.47%-18.9pp | -0.03%-18.4pp | 418.13%-436.6pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,504 | $6,447+31.9% | $5,638+50.8% | $6,400+32.9% |
| Admin fee / account holder | $456 | $18,091-97.5% | $14,675-96.9% | $11,427-96.0% |