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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 | $266,030 | $54,370+389.3% | $82,763+221.4% | $68,490+288.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.03% | -13.67%-3.4pp | 702.45%-719.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $9,241 | $2,219+316.4% | $3,008+207.2% | $2,597+255.9% |
| Participant deferral / active EE | $9,600 | $3,247+195.7% | $4,395+118.4% | $4,028+138.3% |
| Admin fee / account holder | $1,247 | $4,398-71.6% | $5,325-76.6% | $5,403-76.9% |