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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 | $363,139 | $167,522+116.8% | $151,639+139.5% | $134,532+169.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.91% | 7.81%-16.7pp | 3.34%-12.2pp | 418.27%-427.2pp |
| Employer contribution / active EE | $8,423 | $6,828+23.4% | $6,165+36.6% | $4,741+77.7% |
| Participant deferral / active EE | $15,555 | $8,986+73.1% | $8,363+86.0% | $6,401+143.0% |
| Admin fee / account holder | $269,461 | $13,780+1855.5% | $11,613+2220.3% | $11,429+2257.8% |