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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 | $269,273 | $167,362+60.9% | $143,799+87.3% | $134,532+100.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.01% | 0.47%-14.5pp | -0.04%-14.0pp | 418.27%-432.3pp |
| Employer contribution / active EE | $8,134 | $5,620+44.7% | $4,952+64.3% | $4,741+71.6% |
| Participant deferral / active EE | $6,648 | $6,447+3.1% | $5,638+17.9% | $6,401+3.9% |
| Admin fee / account holder | $2,352 | $18,094-87.0% | $14,677-84.0% | $11,429-79.4% |