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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 | $622,243 | $82,678+652.6% | $125,391+396.2% | $68,490+808.5% |
| Participation rate | 93.1% | 75.1%+18.0pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -14.36% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $9,909 | $3,382+193.0% | $4,816+105.8% | $2,597+281.6% |
| Participant deferral / active EE | $14,924 | $6,111+144.2% | $7,448+100.4% | $4,028+270.5% |
| Admin fee / account holder | $56,416 | $6,277+798.7% | $10,009+463.7% | $5,403+944.2% |