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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 | $460,029 | $49,177+835.5% | $79,466+478.9% | $64,173+616.9% |
| Participation rate | 90.2% | 65.0%+25.2pp | 73.3%+16.9pp | 69.6%+20.7pp |
| Annual return | -4.50% | -1.16%-3.3pp | 718.28%-722.8pp | 7.63%-12.1pp |
| Employer contribution / active EE | $18,446 | $2,076+788.4% | $2,800+558.7% | $2,381+674.8% |
| Participant deferral / active EE | $13,829 | $2,821+390.1% | $3,704+273.4% | $3,470+298.6% |
| Admin fee / account holder | $44,305 | $3,839+1054.1% | $5,104+768.0% | $4,887+806.5% |