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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 | $255,149 | $82,674+208.6% | $125,381+103.5% | $68,486+272.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.88% | -5.97%-10.9pp | 572.31%-589.2pp | -7.85%-9.0pp |
| Employer contribution / active EE | $6,301 | $3,382+86.3% | $4,815+30.8% | $2,597+142.6% |
| Participant deferral / active EE | $7,382 | $6,111+20.8% | $7,448-0.9% | $4,028+83.3% |
| Admin fee / account holder | $933 | $6,277-85.1% | $10,007-90.7% | $5,404-82.7% |