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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 | $700,051 | $93,023+652.6% | $77,027+808.8% | $134,493+420.5% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -15.81% | 62.61%-78.4pp | 42.32%-58.1pp | 418.01%-433.8pp |
| Employer contribution / active EE | $5,542 | $3,418+62.1% | $2,813+97.0% | $4,740+16.9% |
| Participant deferral / active EE | $16,851 | $5,238+221.7% | $4,427+280.6% | $6,400+163.3% |
| Admin fee / account holder | $3,534 | $6,944-49.1% | $5,425-34.9% | $11,425-69.1% |