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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 | $251,407 | $167,362+50.2% | $143,799+74.8% | $134,532+86.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.76% | 0.47%-1.2pp | -0.04%-0.7pp | 418.27%-419.0pp |
| Employer contribution / active EE | $12,150 | $5,620+116.2% | $4,952+145.3% | $4,741+156.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $20,779 | $18,094+14.8% | $14,677+41.6% | $11,429+81.8% |