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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 | $267,435 | $54,357+392.0% | $82,706+223.4% | $68,495+290.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.27% | -13.67%+1.4pp | 701.76%-714.0pp | -7.84%-4.4pp |
| Employer contribution / active EE | $8,775 | $2,218+295.6% | $3,007+191.8% | $2,596+238.0% |
| Participant deferral / active EE | $5,752 | $3,246+77.2% | $4,394+30.9% | $4,028+42.8% |
| Admin fee / account holder | $10,093 | $4,396+129.6% | $5,329+89.4% | $5,403+86.8% |