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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 | $265,728 | $82,678+221.4% | $125,391+111.9% | $68,490+288.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -13.05% | -5.97%-7.1pp | 572.41%-585.5pp | -7.85%-5.2pp |
| Employer contribution / active EE | $13,160 | $3,382+289.1% | $4,816+173.3% | $2,597+406.8% |
| Participant deferral / active EE | $9,150 | $6,111+49.7% | $7,448+22.8% | $4,028+127.2% |
| Admin fee / account holder | $72,866 | $6,277+1060.8% | $10,009+628.0% | $5,403+1248.6% |