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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 | $475,344 | $82,674+475.0% | $125,381+279.1% | $68,486+594.1% |
| Participation rate | 96.9% | 75.1%+21.8pp | 82.4%+14.5pp | 67.9%+29.0pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.31%-588.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $18,047 | $3,382+433.6% | $4,815+274.8% | $2,597+595.0% |
| Participant deferral / active EE | $13,047 | $6,111+113.5% | $7,448+75.2% | $4,028+223.9% |
| Admin fee / account holder | $10,591 | $6,277+68.7% | $10,007+5.8% | $5,404+96.0% |