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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 | $352,379 | $53,546+558.1% | $69,890+404.2% | $68,490+414.5% |
| Participation rate | 94.9% | 64.5%+30.3pp | 70.5%+24.4pp | 67.9%+27.0pp |
| Annual return | -17.05% | -13.87%-3.2pp | 190.84%-207.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $14,456 | $2,019+616.0% | $2,560+464.6% | $2,597+456.7% |
| Participant deferral / active EE | $16,106 | $2,957+444.8% | $3,848+318.5% | $4,028+299.9% |
| Admin fee / account holder | $67,601 | $4,693+1340.6% | $6,267+978.6% | $5,403+1151.2% |