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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 | $363,754 | $83,427+336.0% | $115,756+214.2% | $68,490+431.1% |
| Participation rate | 92.1% | 71.9%+20.2pp | 77.1%+15.0pp | 67.9%+24.2pp |
| Annual return | -15.77% | -10.95%-4.8pp | 143.14%-158.9pp | -7.85%-7.9pp |
| Employer contribution / active EE | $7,917 | $3,075+157.5% | $3,793+108.8% | $2,597+204.9% |
| Participant deferral / active EE | $10,533 | $5,355+96.7% | $6,254+68.4% | $4,028+161.5% |
| Admin fee / account holder | $20,527 | $5,708+259.6% | $8,124+152.7% | $5,403+279.9% |