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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 | $387,662 | $82,678+368.9% | $125,391+209.2% | $68,490+466.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.50% | -5.97%-10.5pp | 572.41%-588.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $8,914 | $3,382+163.6% | $4,816+85.1% | $2,597+243.3% |
| Participant deferral / active EE | $11,140 | $6,111+82.3% | $7,448+49.6% | $4,028+176.6% |
| Admin fee / account holder | $10,757 | $6,277+71.4% | $10,009+7.5% | $5,403+99.1% |