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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 | $310,874 | $82,324+277.6% | $68,803+351.8% | $134,545+131.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.12% | -2.17%-13.9pp | -6.37%-9.7pp | 418.37%-434.5pp |
| Employer contribution / active EE | $19,467 | $3,302+489.6% | $2,656+633.0% | $4,742+310.6% |
| Participant deferral / active EE | $18,966 | $4,740+300.1% | $3,942+381.1% | $6,401+196.3% |
| Admin fee / account holder | $2,809 | $6,485-56.7% | $4,936-43.1% | $11,431-75.4% |