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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 | $434,178 | $175,646+147.2% | $129,118+236.3% | $134,545+222.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -15.82% | -11.39%-4.4pp | -10.94%-4.9pp | 418.37%-434.2pp |
| Employer contribution / active EE | $10,000 | $6,355+57.4% | $5,051+98.0% | $4,742+110.9% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $22,121 | $23,578-6.2% | $14,305+54.6% | $11,431+93.5% |