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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 | $349,447 | $167,362+108.8% | $143,799+143.0% | $134,532+159.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.56% | 0.47%-13.0pp | -0.04%-12.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $2,260 | $5,620-59.8% | $4,952-54.4% | $4,741-52.3% |
| Participant deferral / active EE | $12,806 | $6,447+98.6% | $5,638+127.1% | $6,401+100.1% |
| Admin fee / account holder | $307 | $18,094-98.3% | $14,677-97.9% | $11,429-97.3% |