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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 | $411,369 | $82,674+397.6% | $125,381+228.1% | $68,486+500.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.31%-588.2pp | -7.85%-8.0pp |
| Employer contribution / active EE | $20,588 | $3,382+508.8% | $4,815+327.6% | $2,597+692.9% |
| Participant deferral / active EE | $5,411 | $6,111-11.4% | $7,448-27.3% | $4,028+34.4% |
| Admin fee / account holder | $25,839 | $6,277+311.7% | $10,007+158.2% | $5,404+378.2% |