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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 | $253,299 | $167,522+51.2% | $151,639+67.0% | $134,532+88.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.46% | 7.81%-17.3pp | 3.34%-12.8pp | 418.27%-427.7pp |
| Employer contribution / active EE | $4,735 | $6,828-30.7% | $6,165-23.2% | $4,741-0.1% |
| Participant deferral / active EE | $13,175 | $8,986+46.6% | $8,363+57.5% | $6,401+105.8% |
| Admin fee / account holder | $5,874 | $13,780-57.4% | $11,613-49.4% | $11,429-48.6% |