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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 | $344,068 | $82,678+316.2% | $125,391+174.4% | $68,490+402.4% |
| Participation rate | 95.8% | 75.1%+20.8pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -18.88% | -5.97%-12.9pp | 572.41%-591.3pp | -7.85%-11.0pp |
| Employer contribution / active EE | $3,272 | $3,382-3.3% | $4,816-32.1% | $2,597+26.0% |
| Participant deferral / active EE | $12,268 | $6,111+100.7% | $7,448+64.7% | $4,028+204.6% |
| Admin fee / account holder | $2,070 | $6,277-67.0% | $10,009-79.3% | $5,403-61.7% |