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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 | $282,249 | $105,853+166.6% | $90,752+211.0% | $134,493+109.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.72% | -10.99%-6.7pp | -12.16%-5.6pp | 418.01%-435.7pp |
| Employer contribution / active EE | $10,038 | $3,462+189.9% | $2,921+243.6% | $4,740+111.8% |
| Participant deferral / active EE | $19,968 | $5,216+282.9% | $4,564+337.5% | $6,400+212.0% |
| Admin fee / account holder | $6,248 | $13,938-55.2% | $8,446-26.0% | $11,425-45.3% |