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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 | $378,742 | $82,678+358.1% | $125,391+202.0% | $68,490+453.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.31% | -5.97%-10.3pp | 572.41%-588.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $11,021 | $3,382+225.8% | $4,816+128.9% | $2,597+324.4% |
| Participant deferral / active EE | $11,851 | $6,111+93.9% | $7,448+59.1% | $4,028+194.2% |
| Admin fee / account holder | $40,501 | $6,277+545.2% | $10,009+304.7% | $5,403+649.6% |