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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 | $393,292 | $82,678+375.7% | $125,391+213.7% | $68,490+474.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.19% | -5.97%-7.2pp | 572.41%-585.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $9,847 | $3,382+191.2% | $4,816+104.5% | $2,597+279.2% |
| Participant deferral / active EE | $15,553 | $6,111+154.5% | $7,448+108.8% | $4,028+286.2% |
| Admin fee / account holder | $5,631 | $6,277-10.3% | $10,009-43.7% | $5,403+4.2% |