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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 | $436,107 | $82,678+427.5% | $125,391+247.8% | $68,490+536.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.0pp |
| Employer contribution / active EE | $9,546 | $3,382+182.2% | $4,816+98.2% | $2,597+267.6% |
| Participant deferral / active EE | $11,452 | $6,111+87.4% | $7,448+53.8% | $4,028+184.3% |
| Admin fee / account holder | $865 | $6,277-86.2% | $10,009-91.4% | $5,403-84.0% |