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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 | $363,221 | $82,678+339.3% | $125,391+189.7% | $68,490+430.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.41%-588.0pp | -7.85%-7.7pp |
| Employer contribution / active EE | $11,626 | $3,382+243.7% | $4,816+141.4% | $2,597+347.7% |
| Participant deferral / active EE | $9,256 | $6,111+51.5% | $7,448+24.3% | $4,028+129.8% |
| Admin fee / account holder | $6,651 | $6,277+6.0% | $10,009-33.5% | $5,403+23.1% |