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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 | $442,493 | $82,678+435.2% | $125,391+252.9% | $68,490+546.1% |
| Participation rate | 81.3% | 75.1%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.41%-588.2pp | -7.85%-7.9pp |
| Employer contribution / active EE | $14,398 | $3,382+325.7% | $4,816+199.0% | $2,597+454.5% |
| Participant deferral / active EE | $14,592 | $6,111+138.8% | $7,448+95.9% | $4,028+262.3% |
| Admin fee / account holder | $58,626 | $6,277+833.9% | $10,009+485.7% | $5,403+985.1% |