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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 | $258,056 | $82,678+212.1% | $125,391+105.8% | $68,490+276.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.49% | -5.97%-4.5pp | 572.41%-582.9pp | -7.85%-2.6pp |
| Employer contribution / active EE | $7,569 | $3,382+123.8% | $4,816+57.2% | $2,597+191.5% |
| Participant deferral / active EE | $10,141 | $6,111+65.9% | $7,448+36.2% | $4,028+151.8% |
| Admin fee / account holder | $82,088 | $6,277+1207.7% | $10,009+720.2% | $5,403+1419.3% |