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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 | $336,207 | $82,678+306.6% | $125,391+168.1% | $68,490+390.9% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -15.18% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $6,281 | $3,382+85.7% | $4,816+30.4% | $2,597+141.9% |
| Participant deferral / active EE | $8,926 | $6,111+46.1% | $7,448+19.8% | $4,028+121.6% |
| Admin fee / account holder | $63,564 | $6,277+912.6% | $10,009+535.1% | $5,403+1076.5% |