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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 | $293,015 | $75,962+285.7% | $154,111+90.1% | $64,173+356.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.34% | 30.32%-36.7pp | 735.18%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $13,459 | $3,350+301.8% | $5,298+154.0% | $2,381+465.3% |
| Participant deferral / active EE | $18,571 | $3,175+485.0% | $5,081+265.5% | $3,470+435.3% |
| Admin fee / account holder | $36,891 | $5,589+560.1% | $13,411+175.1% | $4,887+654.8% |