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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 | $476,193 | $75,962+526.9% | $154,108+209.0% | $64,173+642.0% |
| Participation rate | 90.5% | 70.4%+20.1pp | 83.0%+7.4pp | 69.6%+20.9pp |
| Annual return | -6.50% | 30.32%-36.8pp | 735.21%-741.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $25,750 | $3,350+668.7% | $5,298+386.1% | $2,381+981.6% |
| Participant deferral / active EE | $15,340 | $3,175+383.2% | $5,081+201.9% | $3,470+342.1% |
| Admin fee / account holder | $23,528 | $5,589+321.0% | $13,411+75.4% | $4,887+381.4% |