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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 | $350,502 | $82,674+324.0% | $125,381+179.5% | $68,486+411.8% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.4%+11.1pp | 67.9%+25.6pp |
| Annual return | -17.47% | -5.97%-11.5pp | 572.31%-589.8pp | -7.85%-9.6pp |
| Employer contribution / active EE | $6,359 | $3,382+88.0% | $4,815+32.1% | $2,597+144.9% |
| Participant deferral / active EE | $13,460 | $6,111+120.3% | $7,448+80.7% | $4,028+234.2% |
| Admin fee / account holder | $74,100 | $6,277+1080.5% | $10,007+640.5% | $5,404+1271.2% |