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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 | $323,313 | $82,674+291.1% | $125,363+157.9% | $68,495+372.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.25% | -5.97%-8.3pp | 572.15%-586.4pp | -7.84%-6.4pp |
| Employer contribution / active EE | $17,080 | $3,382+405.1% | $4,815+254.8% | $2,596+557.8% |
| Participant deferral / active EE | $8,303 | $6,111+35.9% | $7,447+11.5% | $4,028+106.2% |
| Admin fee / account holder | $27,722 | $6,276+341.7% | $10,005+177.1% | $5,403+413.1% |