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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 | $396,344 | $82,678+379.4% | $125,391+216.1% | $68,490+478.7% |
| Participation rate | 82.2% | 75.1%+7.2pp | 82.4%-0.2pp | 67.9%+14.3pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.41%-589.6pp | -7.85%-9.3pp |
| Employer contribution / active EE | $11,254 | $3,382+232.8% | $4,816+133.7% | $2,597+333.4% |
| Participant deferral / active EE | $12,306 | $6,111+101.4% | $7,448+65.2% | $4,028+205.5% |
| Admin fee / account holder | $70,832 | $6,277+1028.4% | $10,009+607.7% | $5,403+1211.0% |