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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 | $471,959 | $82,678+470.8% | $125,391+276.4% | $68,490+589.1% |
| Participation rate | 92.9% | 75.1%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -15.53% | -5.97%-9.6pp | 572.41%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $9,016 | $3,382+166.6% | $4,816+87.2% | $2,597+247.2% |
| Participant deferral / active EE | $10,626 | $6,111+73.9% | $7,448+42.7% | $4,028+163.8% |
| Admin fee / account holder | $61,335 | $6,277+877.1% | $10,009+512.8% | $5,403+1035.2% |