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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 | $304,666 | $84,464+260.7% | $61,399+396.2% | $134,509+126.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -10.25% | 585.06%-595.3pp | 338.81%-349.1pp | 418.13%-428.4pp |
| Employer contribution / active EE | $17,967 | $1,545+1063.2% | $1,159+1449.6% | $4,741+279.0% |
| Participant deferral / active EE | $14,137 | $2,818+401.7% | $2,124+565.5% | $6,400+120.9% |
| Admin fee / account holder | $2,800 | $2,587+8.2% | $2,131+31.4% | $11,427-75.5% |