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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 | $306,695 | $82,674+271.0% | $125,363+144.6% | $68,495+347.8% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.7pp | 67.9%+30.2pp |
| Annual return | -18.18% | -5.97%-12.2pp | 572.15%-590.3pp | -7.84%-10.3pp |
| Employer contribution / active EE | $6,088 | $3,382+80.0% | $4,815+26.4% | $2,596+134.5% |
| Participant deferral / active EE | $9,655 | $6,111+58.0% | $7,447+29.7% | $4,028+139.7% |
| Admin fee / account holder | $3,457 | $6,276-44.9% | $10,005-65.4% | $5,403-36.0% |