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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 | $298,384 | $82,674+260.9% | $125,381+138.0% | $68,486+335.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.65% | -5.97%-10.7pp | 572.31%-589.0pp | -7.85%-8.8pp |
| Employer contribution / active EE | $8,022 | $3,382+137.2% | $4,815+66.6% | $2,597+209.0% |
| Participant deferral / active EE | $11,231 | $6,111+83.8% | $7,448+50.8% | $4,028+178.9% |
| Admin fee / account holder | $1,934 | $6,277-69.2% | $10,007-80.7% | $5,404-64.2% |