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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 | $300,944 | $54,370+453.5% | $82,763+263.6% | $68,490+339.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -11.77% | -13.67%+1.9pp | 702.45%-714.2pp | -7.85%-3.9pp |
| Employer contribution / active EE | $9,894 | $2,219+345.9% | $3,008+228.9% | $2,597+281.0% |
| Participant deferral / active EE | $10,517 | $3,247+223.9% | $4,395+139.3% | $4,028+161.1% |
| Admin fee / account holder | $1,318 | $4,398-70.0% | $5,325-75.2% | $5,403-75.6% |