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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 | $93,124+651.7% | $77,100+808.0% | $134,545+420.3% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -15.81% | 62.68%-78.5pp | 42.35%-58.2pp | 418.37%-434.2pp |
| Employer contribution / active EE | $5,542 | $3,421+62.0% | $2,815+96.9% | $4,742+16.9% |
| Participant deferral / active EE | $16,851 | $5,242+221.5% | $4,430+280.4% | $6,401+163.2% |
| Admin fee / account holder | $3,534 | $6,970-49.3% | $5,443-35.1% | $11,431-69.1% |