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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 | $325,875 | $82,678+294.1% | $125,391+159.9% | $68,490+375.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.34% | -5.97%-10.4pp | 572.41%-588.8pp | -7.85%-8.5pp |
| Employer contribution / active EE | $9,568 | $3,382+182.9% | $4,816+98.7% | $2,597+268.5% |
| Participant deferral / active EE | $9,815 | $6,111+60.6% | $7,448+31.8% | $4,028+143.7% |
| Admin fee / account holder | $68,132 | $6,277+985.3% | $10,009+580.7% | $5,403+1161.0% |