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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 | $269,049 | $85,790+213.6% | $67,313+299.7% | $135,380+98.7% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -2.40% | -0.54%-1.9pp | -4.08%+1.7pp | 519.81%-522.2pp |
| Employer contribution / active EE | $6,303 | $3,487+80.7% | $2,566+145.7% | $4,779+31.9% |
| Participant deferral / active EE | $6,523 | $4,651+40.3% | $3,568+82.8% | $5,609+16.3% |
| Admin fee / account holder | $47,498 | $6,392+643.0% | $4,507+953.9% | $10,828+338.7% |