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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 | $323,105 | $167,353+93.1% | $143,797+124.7% | $134,545+140.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.36% | 0.48%-18.8pp | -0.04%-18.3pp | 418.37%-436.7pp |
| Employer contribution / active EE | $14,218 | $5,620+153.0% | $4,952+187.1% | $4,742+199.9% |
| Participant deferral / active EE | $25,218 | $6,447+291.1% | $5,638+347.2% | $6,401+293.9% |
| Admin fee / account holder | $426 | $18,096-97.6% | $14,679-97.1% | $11,431-96.3% |