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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 | $267,218 | $167,353+59.7% | $143,797+85.8% | $134,545+98.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.87% | 0.48%-16.3pp | -0.04%-15.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $6,665 | $5,620+18.6% | $4,952+34.6% | $4,742+40.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,762 | $18,096-84.7% | $14,679-81.2% | $11,431-75.8% |