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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 | $289,769 | $82,674+250.5% | $125,381+131.1% | $68,486+323.1% |
| Participation rate | 97.7% | 75.1%+22.7pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -16.58% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $33,370 | $3,382+886.8% | $4,815+593.0% | $2,597+1185.1% |
| Participant deferral / active EE | $10,484 | $6,111+71.6% | $7,448+40.8% | $4,028+160.3% |
| Admin fee / account holder | $34,591 | $6,277+451.1% | $10,007+245.7% | $5,404+540.1% |