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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 | $315,579 | $82,678+281.7% | $125,391+151.7% | $68,490+360.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.41%-590.0pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,714 | $3,382+39.4% | $4,816-2.1% | $2,597+81.5% |
| Participant deferral / active EE | $9,901 | $6,111+62.0% | $7,448+32.9% | $4,028+145.8% |
| Admin fee / account holder | $57,731 | $6,277+819.7% | $10,009+476.8% | $5,403+968.5% |