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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 | $357,286 | $167,362+113.5% | $143,799+148.5% | $134,532+165.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $15,027 | $5,620+167.4% | $4,952+203.4% | $4,741+216.9% |
| Participant deferral / active EE | $13,755 | $6,447+113.3% | $5,638+144.0% | $6,401+114.9% |
| Admin fee / account holder | $100,000 | $18,094+452.7% | $14,677+581.3% | $11,429+775.0% |