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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 | $334,532 | $167,353+99.9% | $143,797+132.6% | $134,545+148.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.20% | 0.48%-9.7pp | -0.04%-9.2pp | 418.37%-427.6pp |
| Employer contribution / active EE | $15,694 | $5,620+179.2% | $4,952+216.9% | $4,742+231.0% |
| Participant deferral / active EE | $13,235 | $6,447+105.3% | $5,638+134.7% | $6,401+106.8% |
| Admin fee / account holder | $5,009 | $18,096-72.3% | $14,679-65.9% | $11,431-56.2% |