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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 | $460,210 | $82,678+456.6% | $125,391+267.0% | $68,490+571.9% |
| Participation rate | 96.6% | 75.1%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -13.98% | -5.97%-8.0pp | 572.41%-586.4pp | -7.85%-6.1pp |
| Employer contribution / active EE | $10,476 | $3,382+209.7% | $4,816+117.5% | $2,597+303.4% |
| Participant deferral / active EE | $9,550 | $6,111+56.3% | $7,448+28.2% | $4,028+137.1% |
| Admin fee / account holder | $28,009 | $6,277+346.2% | $10,009+179.9% | $5,403+418.4% |