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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 | $270,379 | $99,652+171.3% | $78,778+243.2% | $147,585+83.2% |
| Participation rate | 84.6% | 76.2%+8.4pp | 69.2%+15.4pp | 82.8%+1.8pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.58%-578.6pp |
| Employer contribution / active EE | $2,267 | $2,796-18.9% | $1,986+14.2% | $4,876-53.5% |
| Participant deferral / active EE | $5,728 | $3,664+56.4% | $2,958+93.6% | $5,439+5.3% |
| Admin fee / account holder | $7,125 | $7,155-0.4% | $5,134+38.8% | $10,886-34.5% |