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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 | $302,136 | $82,678+265.4% | $125,391+141.0% | $68,490+341.1% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -8.19% | -5.97%-2.2pp | 572.41%-580.6pp | -7.85%-0.3pp |
| Employer contribution / active EE | $10,543 | $3,382+211.7% | $4,816+118.9% | $2,597+306.0% |
| Participant deferral / active EE | $7,861 | $6,111+28.6% | $7,448+5.5% | $4,028+95.2% |
| Admin fee / account holder | $50,431 | $6,277+703.4% | $10,009+403.9% | $5,403+833.4% |