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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 | $340,101 | $82,674+311.4% | $125,381+171.3% | $68,486+396.6% |
| Participation rate | 91.7% | 75.1%+16.6pp | 82.4%+9.3pp | 67.9%+23.8pp |
| Annual return | -14.67% | -5.97%-8.7pp | 572.31%-587.0pp | -7.85%-6.8pp |
| Employer contribution / active EE | $12,833 | $3,382+279.5% | $4,815+166.5% | $2,597+394.2% |
| Participant deferral / active EE | $14,700 | $6,111+140.6% | $7,448+97.4% | $4,028+265.0% |
| Admin fee / account holder | $6,172 | $6,277-1.7% | $10,007-38.3% | $5,404+14.2% |