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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 | $283,618 | $167,362+69.5% | $143,799+97.2% | $134,532+110.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.12% | 0.47%-9.6pp | -0.04%-9.1pp | 418.27%-427.4pp |
| Employer contribution / active EE | $9,752 | $5,620+73.5% | $4,952+96.9% | $4,741+105.7% |
| Participant deferral / active EE | $11,086 | $6,447+71.9% | $5,638+96.6% | $6,401+73.2% |
| Admin fee / account holder | $7,026 | $18,094-61.2% | $14,677-52.1% | $11,429-38.5% |