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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 | $374,660 | $82,674+353.2% | $125,363+198.9% | $68,495+447.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.56% | -5.97%-11.6pp | 572.15%-589.7pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,913 | $3,382-13.8% | $4,815-39.5% | $2,596+12.2% |
| Participant deferral / active EE | $13,102 | $6,111+114.4% | $7,447+75.9% | $4,028+225.3% |
| Admin fee / account holder | $25,880 | $6,276+312.3% | $10,005+158.7% | $5,403+379.0% |