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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 | $291,075 | $133,983+117.2% | $112,244+159.3% | $134,493+116.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -9.47% | 47.13%-56.6pp | 27.46%-36.9pp | 418.01%-427.5pp |
| Employer contribution / active EE | $11,767 | $4,039+191.4% | $3,635+223.7% | $4,740+148.2% |
| Participant deferral / active EE | $15,144 | $5,291+186.2% | $4,728+220.3% | $6,400+136.6% |
| Admin fee / account holder | $1,066 | $7,490-85.8% | $6,411-83.4% | $11,425-90.7% |