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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 | $391,241 | $167,362+133.8% | $143,799+172.1% | $134,532+190.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.84% | 0.47%-9.3pp | -0.04%-8.8pp | 418.27%-427.1pp |
| Employer contribution / active EE | $15,796 | $5,620+181.0% | $4,952+219.0% | $4,741+233.2% |
| Participant deferral / active EE | $9,433 | $6,447+46.3% | $5,638+67.3% | $6,401+47.4% |
| Admin fee / account holder | $16,779 | $18,094-7.3% | $14,677+14.3% | $11,429+46.8% |