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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 | $380,344 | $75,962+400.7% | $154,108+146.8% | $64,173+492.7% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | -5.83% | 30.32%-36.2pp | 735.21%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $8,226 | $3,350+145.6% | $5,298+55.3% | $2,381+245.5% |
| Participant deferral / active EE | $4,438 | $3,175+39.8% | $5,081-12.7% | $3,470+27.9% |
| Admin fee / account holder | $11,898 | $5,589+112.9% | $13,411-11.3% | $4,887+143.4% |