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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 | $314,789 | $118,877+164.8% | $96,570+226.0% | $167,536+87.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.82%-478.8pp |
| Employer contribution / active EE | $11,746 | $3,121+276.4% | $2,357+398.3% | $4,839+142.7% |
| Participant deferral / active EE | $7,006 | $4,617+51.7% | $3,849+82.0% | $6,342+10.5% |
| Admin fee / account holder | $1,280 | $8,069-84.1% | $6,182-79.3% | $12,315-89.6% |