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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 | $259,379 | $82,674+213.7% | $125,381+106.9% | $68,486+278.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.11% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.3pp |
| Employer contribution / active EE | $9,781 | $3,382+189.2% | $4,815+103.1% | $2,597+276.7% |
| Participant deferral / active EE | $11,424 | $6,111+86.9% | $7,448+53.4% | $4,028+183.6% |
| Admin fee / account holder | $30,633 | $6,277+388.0% | $10,007+206.1% | $5,404+466.9% |