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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 | $468,244 | $47,977+876.0% | $154,108+203.8% | $56,289+731.9% |
| Participation rate | 87.4% | 66.2%+21.2pp | 83.0%+4.3pp | 69.9%+17.5pp |
| Annual return | -6.82% | 3.54%-10.4pp | 735.21%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $17,816 | $2,169+721.5% | $5,298+236.3% | $2,111+743.9% |
| Participant deferral / active EE | $11,841 | $2,392+395.1% | $5,081+133.1% | $3,350+253.5% |
| Admin fee / account holder | $3,898 | $438+789.5% | $13,411-70.9% | $521+648.2% |