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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 | $543,274 | $82,674+557.1% | $125,363+333.4% | $68,495+693.2% |
| Participation rate | 97.7% | 75.0%+22.6pp | 82.4%+15.3pp | 67.9%+29.8pp |
| Annual return | -16.79% | -5.97%-10.8pp | 572.15%-588.9pp | -7.84%-8.9pp |
| Employer contribution / active EE | $7,576 | $3,382+124.0% | $4,815+57.4% | $2,596+191.8% |
| Participant deferral / active EE | $17,851 | $6,111+192.1% | $7,447+139.7% | $4,028+343.2% |
| Admin fee / account holder | $15,147 | $6,276+141.3% | $10,005+51.4% | $5,403+180.3% |