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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 | $385,296 | $82,678+366.0% | $125,391+207.3% | $68,490+462.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.33% | -5.97%-8.4pp | 572.41%-586.7pp | -7.85%-6.5pp |
| Employer contribution / active EE | $8,691 | $3,382+157.0% | $4,816+80.5% | $2,597+234.7% |
| Participant deferral / active EE | $10,617 | $6,111+73.7% | $7,448+42.5% | $4,028+163.6% |
| Admin fee / account holder | $22,090 | $6,277+251.9% | $10,009+120.7% | $5,403+308.9% |