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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 | $323,332 | $142,409+127.0% | $119,634+170.3% | $134,545+140.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.43% | -12.46%-1.0pp | -14.98%+1.6pp | 418.37%-431.8pp |
| Employer contribution / active EE | $15,009 | $5,224+187.3% | $4,232+254.6% | $4,742+216.5% |
| Participant deferral / active EE | $14,700 | $6,468+127.3% | $5,601+162.4% | $6,401+129.6% |
| Admin fee / account holder | $8,500 | $13,594-37.5% | $10,329-17.7% | $11,431-25.6% |