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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 | $729,928 | $88,585+724.0% | $69,884+944.5% | $134,532+442.6% |
| Participation rate | 77.8% | 74.9%+2.9pp | 70.5%+7.3pp | 81.2%-3.5pp |
| Annual return | -19.48% | 442.80%-462.3pp | 190.81%-210.3pp | 418.27%-437.7pp |
| Employer contribution / active EE | $12,520 | $3,235+287.0% | $2,560+389.0% | $4,741+164.1% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $35,879 | $10,441+243.6% | $6,266+472.6% | $11,429+213.9% |