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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 | $297,111 | $82,678+259.4% | $125,391+136.9% | $68,490+333.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.42% | -5.97%-6.5pp | 572.41%-584.8pp | -7.85%-4.6pp |
| Employer contribution / active EE | $5,000 | $3,382+47.8% | $4,816+3.8% | $2,597+92.6% |
| Participant deferral / active EE | $10,662 | $6,111+74.5% | $7,448+43.1% | $4,028+164.7% |
| Admin fee / account holder | $25,806 | $6,277+311.1% | $10,009+157.8% | $5,403+377.6% |