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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 | $465,266 | $82,674+462.8% | $125,381+271.1% | $68,486+579.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.82% | -5.97%-10.9pp | 572.31%-589.1pp | -7.85%-9.0pp |
| Employer contribution / active EE | $9,040 | $3,382+167.3% | $4,815+87.7% | $2,597+248.1% |
| Participant deferral / active EE | $13,887 | $6,111+127.3% | $7,448+86.5% | $4,028+244.8% |
| Admin fee / account holder | $25,388 | $6,277+304.5% | $10,007+153.7% | $5,404+369.8% |