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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 | $321,372 | $82,678+288.7% | $125,391+156.3% | $68,490+369.2% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -14.99% | -5.97%-9.0pp | 572.41%-587.4pp | -7.85%-7.1pp |
| Employer contribution / active EE | $4,378 | $3,382+29.4% | $4,816-9.1% | $2,597+68.6% |
| Participant deferral / active EE | $7,255 | $6,111+18.7% | $7,448-2.6% | $4,028+80.1% |
| Admin fee / account holder | $43,036 | $6,277+585.6% | $10,009+330.0% | $5,403+696.5% |