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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 | $290,396 | $142,392+103.9% | $119,622+142.8% | $134,532+115.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.76% | -12.46%-4.3pp | -14.98%-1.8pp | 418.27%-435.0pp |
| Employer contribution / active EE | $8,609 | $5,224+64.8% | $4,232+103.4% | $4,741+81.6% |
| Participant deferral / active EE | $8,308 | $6,467+28.5% | $5,601+48.3% | $6,401+29.8% |
| Admin fee / account holder | $2,667 | $13,593-80.4% | $10,328-74.2% | $11,429-76.7% |