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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 | $265,063 | $142,409+86.1% | $119,634+121.6% | $134,545+97.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.84% | -12.46%+1.6pp | -14.98%+4.1pp | 418.37%-429.2pp |
| Employer contribution / active EE | $13,462 | $5,224+157.7% | $4,232+218.1% | $4,742+183.9% |
| Participant deferral / active EE | $8,196 | $6,468+26.7% | $5,601+46.3% | $6,401+28.0% |
| Admin fee / account holder | $137,423 | $13,594+910.9% | $10,329+1230.5% | $11,431+1102.2% |