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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 | $408,363 | $76,000+437.3% | $154,111+165.0% | $64,186+536.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.26% | 30.32%-36.6pp | 735.15%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $14,844 | $3,351+343.0% | $5,298+180.2% | $2,381+523.5% |
| Participant deferral / active EE | $8,843 | $3,175+178.5% | $5,081+74.1% | $3,470+154.9% |
| Admin fee / account holder | $41,536 | $5,596+642.2% | $13,411+209.7% | $4,888+749.7% |