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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 | $426,979 | $82,674+416.5% | $125,381+240.5% | $68,486+523.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.34% | -5.97%-7.4pp | 572.31%-585.7pp | -7.85%-5.5pp |
| Employer contribution / active EE | $9,592 | $3,382+183.6% | $4,815+99.2% | $2,597+269.4% |
| Participant deferral / active EE | $11,791 | $6,111+93.0% | $7,448+58.3% | $4,028+192.8% |
| Admin fee / account holder | $12,539 | $6,277+99.8% | $10,007+25.3% | $5,404+132.0% |