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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 | $495,964 | $82,678+499.9% | $125,391+295.5% | $68,490+624.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.80% | -5.97%-11.8pp | 572.41%-590.2pp | -7.85%-10.0pp |
| Employer contribution / active EE | $15,084 | $3,382+346.0% | $4,816+213.2% | $2,597+480.9% |
| Participant deferral / active EE | $7,273 | $6,111+19.0% | $7,448-2.3% | $4,028+80.6% |
| Admin fee / account holder | $7,420 | $6,277+18.2% | $10,009-25.9% | $5,403+37.3% |