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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 | $689,130 | $75,959+807.2% | $154,114+347.2% | $64,181+973.7% |
| Participation rate | 76.9% | 70.4%+6.5pp | 83.0%-6.1pp | 69.6%+7.4pp |
| Annual return | -6.23% | 30.32%-36.5pp | 735.16%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $43,757 | $3,350+1206.3% | $5,298+726.0% | $2,381+1737.9% |
| Participant deferral / active EE | $4,154 | $3,175+30.8% | $5,081-18.2% | $3,470+19.7% |
| Admin fee / account holder | $45,469 | $5,589+713.6% | $13,411+239.0% | $4,887+830.4% |