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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 | $585,330 | $82,678+608.0% | $125,391+366.8% | $68,490+754.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.01% | -5.97%-10.0pp | 572.41%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $6,871 | $3,382+103.2% | $4,816+42.7% | $2,597+164.6% |
| Participant deferral / active EE | $7,821 | $6,111+28.0% | $7,448+5.0% | $4,028+94.2% |
| Admin fee / account holder | $34,432 | $6,277+448.5% | $10,009+244.0% | $5,403+537.3% |