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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 | $302,791 | $167,353+80.9% | $143,797+110.6% | $134,545+125.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.96% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $12,886 | $5,620+129.3% | $4,952+160.2% | $4,742+171.8% |
| Participant deferral / active EE | $6,802 | $6,447+5.5% | $5,638+20.6% | $6,401+6.3% |
| Admin fee / account holder | $59,556 | $18,096+229.1% | $14,679+305.7% | $11,431+421.0% |