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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 | $273,374 | $158,852+72.1% | $121,220+125.5% | $135,379+101.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -8.77% | -0.64%-8.1pp | 16.94%-25.7pp | 519.79%-528.6pp |
| Employer contribution / active EE | $19,530 | $5,666+244.7% | $4,023+385.5% | $4,779+308.7% |
| Participant deferral / active EE | $7,327 | $4,006+82.9% | $3,345+119.0% | $5,609+30.6% |
| Admin fee / account holder | $29,509 | $6,515+353.0% | $5,021+487.7% | $10,828+172.5% |