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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 | $289,670 | $167,362+73.1% | $143,799+101.4% | $134,532+115.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.18% | 0.47%-19.7pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,483 | $5,620-55.8% | $4,952-49.9% | $4,741-47.6% |
| Participant deferral / active EE | $8,415 | $6,447+30.5% | $5,638+49.2% | $6,401+31.5% |
| Admin fee / account holder | $1,694 | $18,094-90.6% | $14,677-88.5% | $11,429-85.2% |