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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 | $333,025 | $167,353+99.0% | $143,797+131.6% | $134,545+147.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.46% | 0.48%-12.9pp | -0.04%-12.4pp | 418.37%-430.8pp |
| Employer contribution / active EE | $30,050 | $5,620+434.7% | $4,952+506.8% | $4,742+533.8% |
| Participant deferral / active EE | $15,833 | $6,447+145.6% | $5,638+180.8% | $6,401+147.3% |
| Admin fee / account holder | $159,190 | $18,096+779.7% | $14,679+984.5% | $11,431+1292.7% |