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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 | $175,600+70.9% | $129,110+132.4% | $134,509+123.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -18.49% | -11.39%-7.1pp | -10.94%-7.5pp | 418.13%-436.6pp |
| Employer contribution / active EE | $9,555 | $6,355+50.4% | $5,052+89.1% | $4,741+101.6% |
| Participant deferral / active EE | $15,078 | $7,975+89.0% | $6,542+130.5% | $6,400+135.6% |
| Admin fee / account holder | $1,089 | $23,567-95.4% | $14,302-92.4% | $11,427-90.5% |