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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 | $602,739 | $59,116+919.6% | $86,438+597.3% | $68,486+780.1% |
| Participation rate | 91.7% | 75.2%+16.4pp | 80.3%+11.3pp | 67.9%+23.8pp |
| Annual return | -18.67% | -0.23%-18.4pp | 4397.19%-4415.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $15,175 | $2,519+502.4% | $3,769+302.6% | $2,597+484.4% |
| Participant deferral / active EE | $20,649 | $5,902+249.9% | $6,952+197.0% | $4,028+412.7% |
| Admin fee / account holder | $1,416 | $5,639-74.9% | $6,733-79.0% | $5,404-73.8% |