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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 | $254,050 | $82,674+207.3% | $125,363+102.7% | $68,495+270.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.15%-589.6pp | -7.84%-9.6pp |
| Employer contribution / active EE | $11,020 | $3,382+225.9% | $4,815+128.9% | $2,596+324.4% |
| Participant deferral / active EE | $9,950 | $6,111+62.8% | $7,447+33.6% | $4,028+147.0% |
| Admin fee / account holder | $7,110 | $6,276+13.3% | $10,005-28.9% | $5,403+31.6% |