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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 | $302,862 | $167,352+81.0% | $143,788+110.6% | $134,509+125.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.76% | 0.47%-7.2pp | -0.03%-6.7pp | 418.13%-424.9pp |
| Employer contribution / active EE | $17,639 | $5,620+213.9% | $4,952+256.2% | $4,741+272.1% |
| Participant deferral / active EE | $4,713 | $6,447-26.9% | $5,638-16.4% | $6,400-26.4% |
| Admin fee / account holder | $14,286 | $18,091-21.0% | $14,675-2.7% | $11,427+25.0% |