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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 | $283,938 | $167,353+69.7% | $143,797+97.5% | $134,545+111.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | 0.48%-16.5pp | -0.04%-15.9pp | 418.37%-434.4pp |
| Employer contribution / active EE | $17,128 | $5,620+204.7% | $4,952+245.9% | $4,742+261.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,289 | $18,096-87.4% | $14,679-84.4% | $11,431-80.0% |