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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 | $321,006 | $167,353+91.8% | $143,797+123.2% | $134,545+138.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.39% | 0.48%-14.9pp | -0.04%-14.3pp | 418.37%-432.8pp |
| Employer contribution / active EE | $11,378 | $5,620+102.4% | $4,952+129.7% | $4,742+140.0% |
| Participant deferral / active EE | $14,282 | $6,447+121.5% | $5,638+153.3% | $6,401+123.1% |
| Admin fee / account holder | $26,982 | $18,096+49.1% | $14,679+83.8% | $11,431+136.0% |