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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 | $289,663 | $167,362+73.1% | $143,799+101.4% | $134,532+115.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.76% | 0.47%-15.2pp | -0.04%-14.7pp | 418.27%-433.0pp |
| Employer contribution / active EE | $9,803 | $5,620+74.4% | $4,952+98.0% | $4,741+106.8% |
| Participant deferral / active EE | $10,464 | $6,447+62.3% | $5,638+85.6% | $6,401+63.5% |
| Admin fee / account holder | $12,763 | $18,094-29.5% | $14,677-13.0% | $11,429+11.7% |