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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 | $407,736 | $75,832+437.7% | $147,617+176.2% | $59,633+583.7% |
| Participation rate | 88.2% | 71.6%+16.7pp | 84.6%+3.6pp | 68.7%+19.6pp |
| Annual return | -2.63% | 0.37%-3.0pp | 61.98%-64.6pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $7,474 | $3,485+114.5% | $5,564+34.3% | $2,203+239.3% |
| Participant deferral / active EE | $7,425 | $3,131+137.2% | $4,895+51.7% | $3,192+132.6% |
| Admin fee / account holder | $7,306 | $5,986+22.1% | $11,612-37.1% | $4,297+70.0% |