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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 | $274,622 | $82,674+232.2% | $125,381+119.0% | $68,486+301.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.37% | -5.97%-8.4pp | 572.31%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $20,867 | $3,382+517.0% | $4,815+333.3% | $2,597+703.6% |
| Participant deferral / active EE | $13,921 | $6,111+127.8% | $7,448+86.9% | $4,028+245.7% |
| Admin fee / account holder | $8,643 | $6,277+37.7% | $10,007-13.6% | $5,404+59.9% |