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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 | $539,398 | $75,962+610.1% | $154,108+250.0% | $64,173+740.5% |
| Participation rate | 80.4% | 70.4%+10.0pp | 83.0%-2.6pp | 69.6%+10.9pp |
| Annual return | -4.84% | 30.32%-35.2pp | 735.21%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $18,529 | $3,350+453.1% | $5,298+249.8% | $2,381+678.3% |
| Participant deferral / active EE | $10,477 | $3,175+230.0% | $5,081+106.2% | $3,470+202.0% |
| Admin fee / account holder | $42,335 | $5,589+657.5% | $13,411+215.7% | $4,887+766.2% |