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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 | $352,867 | $69,012+411.3% | $160,037+120.5% | $68,490+415.2% |
| Participation rate | 88.9% | 65.4%+23.5pp | 78.0%+10.9pp | 67.9%+21.0pp |
| Annual return | -12.91% | -9.65%-3.3pp | 408.95%-421.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $7,051 | $2,212+218.7% | $4,226+66.9% | $2,597+171.5% |
| Participant deferral / active EE | $10,445 | $4,212+148.0% | $6,184+68.9% | $4,028+159.3% |
| Admin fee / account holder | $1,244 | $4,798-74.1% | $8,716-85.7% | $5,403-77.0% |