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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 | $355,206 | $167,362+112.2% | $143,799+147.0% | $134,532+164.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.23% | 0.47%-6.7pp | -0.04%-6.2pp | 418.27%-424.5pp |
| Employer contribution / active EE | $6,100 | $5,620+8.5% | $4,952+23.2% | $4,741+28.7% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $2,294 | $18,094-87.3% | $14,677-84.4% | $11,429-79.9% |