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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 | $346,240 | $82,678+318.8% | $125,391+176.1% | $68,490+405.5% |
| Participation rate | 96.7% | 75.1%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.41%-589.1pp | -7.85%-8.9pp |
| Employer contribution / active EE | $10,640 | $3,382+214.6% | $4,816+121.0% | $2,597+309.8% |
| Participant deferral / active EE | $10,365 | $6,111+69.6% | $7,448+39.2% | $4,028+157.3% |
| Admin fee / account holder | $11,236 | $6,277+79.0% | $10,009+12.3% | $5,403+108.0% |