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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 | $251,710 | $82,678+204.4% | $125,391+100.7% | $68,490+267.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.71% | -5.97%-12.7pp | 572.41%-591.1pp | -7.85%-10.9pp |
| Employer contribution / active EE | $13,577 | $3,382+301.4% | $4,816+181.9% | $2,597+422.9% |
| Participant deferral / active EE | $11,073 | $6,111+81.2% | $7,448+48.7% | $4,028+174.9% |
| Admin fee / account holder | $8,830 | $6,277+40.7% | $10,009-11.8% | $5,403+63.4% |