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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 | $250,366 | $82,674+202.8% | $125,381+99.7% | $68,486+265.6% |
| Participation rate | 92.3% | 75.1%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.17% | -5.97%-11.2pp | 572.31%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $3,120 | $3,382-7.7% | $4,815-35.2% | $2,597+20.2% |
| Participant deferral / active EE | $13,402 | $6,111+119.3% | $7,448+80.0% | $4,028+232.8% |
| Admin fee / account holder | $2,644 | $6,277-57.9% | $10,007-73.6% | $5,404-51.1% |