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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 | $308,399 | $75,962+306.0% | $154,108+100.1% | $64,173+380.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.76% | 30.32%-35.1pp | 735.21%-740.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $16,812 | $3,350+401.9% | $5,298+217.4% | $2,381+606.1% |
| Participant deferral / active EE | $14,006 | $3,175+341.2% | $5,081+175.7% | $3,470+303.7% |
| Admin fee / account holder | $6,344 | $5,589+13.5% | $13,411-52.7% | $4,887+29.8% |