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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 | $353,559 | $82,678+327.6% | $125,391+182.0% | $68,490+416.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.42% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $8,041 | $3,382+137.8% | $4,816+67.0% | $2,597+209.7% |
| Participant deferral / active EE | $13,043 | $6,111+113.4% | $7,448+75.1% | $4,028+223.8% |
| Admin fee / account holder | $5,383 | $6,277-14.3% | $10,009-46.2% | $5,403-0.4% |