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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 | $346,934 | $82,678+319.6% | $125,391+176.7% | $68,490+406.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.96% | -5.97%-11.0pp | 572.41%-589.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $6,765 | $3,382+100.0% | $4,816+40.5% | $2,597+160.5% |
| Participant deferral / active EE | $11,154 | $6,111+82.5% | $7,448+49.8% | $4,028+176.9% |
| Admin fee / account holder | $2,112 | $6,277-66.4% | $10,009-78.9% | $5,403-60.9% |