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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 | $416,856 | $54,355+666.9% | $82,744+403.8% | $68,486+508.7% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -17.69% | -13.67%-4.0pp | 702.22%-719.9pp | -7.85%-9.8pp |
| Employer contribution / active EE | $29,055 | $2,219+1209.6% | $3,008+865.9% | $2,597+1018.9% |
| Participant deferral / active EE | $15,305 | $3,246+371.4% | $4,395+248.3% | $4,028+280.0% |
| Admin fee / account holder | $131,136 | $4,397+2882.6% | $5,325+2362.7% | $5,404+2326.7% |