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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 | $300,040 | $175,646+70.8% | $129,118+132.4% | $134,532+123.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -18.49% | -11.39%-7.1pp | -10.94%-7.6pp | 418.27%-436.8pp |
| Employer contribution / active EE | $9,555 | $6,355+50.4% | $5,051+89.2% | $4,741+101.5% |
| Participant deferral / active EE | $15,078 | $7,970+89.2% | $6,539+130.6% | $6,401+135.6% |
| Admin fee / account holder | $1,089 | $23,578-95.4% | $14,305-92.4% | $11,429-90.5% |