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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 | $336,016 | $82,678+306.4% | $125,391+168.0% | $68,490+390.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.40% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $7,116 | $3,382+110.4% | $4,816+47.8% | $2,597+174.1% |
| Participant deferral / active EE | $7,322 | $6,111+19.8% | $7,448-1.7% | $4,028+81.8% |
| Admin fee / account holder | $9,169 | $6,277+46.1% | $10,009-8.4% | $5,403+69.7% |