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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 | $275,166 | $82,678+232.8% | $125,391+119.4% | $68,490+301.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.25% | -5.97%-13.3pp | 572.41%-591.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $9,133 | $3,382+170.0% | $4,816+89.6% | $2,597+251.7% |
| Participant deferral / active EE | $14,254 | $6,111+133.2% | $7,448+91.4% | $4,028+253.9% |
| Admin fee / account holder | $22,918 | $6,277+265.1% | $10,009+129.0% | $5,403+324.2% |