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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 | $319,396 | $167,522+90.7% | $151,639+110.6% | $134,532+137.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.76% | 7.81%-18.6pp | 3.34%-14.1pp | 418.27%-429.0pp |
| Employer contribution / active EE | $2,000 | $6,828-70.7% | $6,165-67.6% | $4,741-57.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $39,057 | $13,780+183.4% | $11,613+236.3% | $11,429+241.7% |