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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 | $372,736 | $59,107+530.6% | $86,439+331.2% | $68,495+444.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.06% | -0.23%-18.8pp | 4395.55%-4414.6pp | -7.84%-11.2pp |
| Employer contribution / active EE | $19,521 | $2,519+675.0% | $3,769+418.0% | $2,596+651.8% |
| Participant deferral / active EE | $14,934 | $5,901+153.1% | $6,952+114.8% | $4,028+270.8% |
| Admin fee / account holder | $19,581 | $5,637+247.4% | $6,732+190.9% | $5,403+262.4% |