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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 | $268,110 | $75,962+253.0% | $154,108+74.0% | $64,173+317.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.16% | 30.32%-37.5pp | 735.21%-742.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $20,549 | $3,350+513.4% | $5,298+287.9% | $2,381+763.1% |
| Participant deferral / active EE | $14,093 | $3,175+343.9% | $5,081+177.4% | $3,470+306.2% |
| Admin fee / account holder | $14,632 | $5,589+161.8% | $13,411+9.1% | $4,887+199.4% |