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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 | $337,924 | $82,678+308.7% | $125,391+169.5% | $68,490+393.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.68% | -5.97%-9.7pp | 572.41%-588.1pp | -7.85%-7.8pp |
| Employer contribution / active EE | $26,975 | $3,382+697.5% | $4,816+460.1% | $2,597+938.8% |
| Participant deferral / active EE | $9,907 | $6,111+62.1% | $7,448+33.0% | $4,028+146.0% |
| Admin fee / account holder | $16,021 | $6,277+155.2% | $10,009+60.1% | $5,403+196.5% |