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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 | $295,935 | $82,674+258.0% | $125,381+136.0% | $68,486+332.1% |
| Participation rate | 97.9% | 75.1%+22.8pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -16.04% | -5.97%-10.1pp | 572.31%-588.3pp | -7.85%-8.2pp |
| Employer contribution / active EE | $8,484 | $3,382+150.9% | $4,815+76.2% | $2,597+226.7% |
| Participant deferral / active EE | $8,053 | $6,111+31.8% | $7,448+8.1% | $4,028+100.0% |
| Admin fee / account holder | $1,362 | $6,277-78.3% | $10,007-86.4% | $5,404-74.8% |