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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 | $569,798 | $100,811+465.2% | $86,698+557.2% | $134,545+323.5% |
| Participation rate | 73.3% | 79.0%-5.6pp | 76.6%-3.3pp | 81.2%-7.9pp |
| Annual return | -19.21% | 29.11%-48.3pp | 35.96%-55.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $7,684 | $3,490+120.1% | $2,837+170.9% | $4,742+62.0% |
| Participant deferral / active EE | $10,603 | $5,339+98.6% | $4,656+127.7% | $6,401+65.6% |
| Admin fee / account holder | $750 | $10,926-93.1% | $7,492-90.0% | $11,431-93.4% |