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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 | $409,740 | $167,353+144.8% | $143,797+184.9% | $134,545+204.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.93% | 0.48%-11.4pp | -0.04%-10.9pp | 418.37%-429.3pp |
| Employer contribution / active EE | $5,308 | $5,620-5.6% | $4,952+7.2% | $4,742+12.0% |
| Participant deferral / active EE | $10,152 | $6,447+57.5% | $5,638+80.0% | $6,401+58.6% |
| Admin fee / account holder | $739 | $18,096-95.9% | $14,679-95.0% | $11,431-93.5% |