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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 | $477,171 | $82,678+477.1% | $125,391+280.5% | $68,490+596.7% |
| Participation rate | 96.4% | 75.1%+21.4pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -15.40% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $3,022 | $3,382-10.7% | $4,816-37.2% | $2,597+16.4% |
| Participant deferral / active EE | $7,773 | $6,111+27.2% | $7,448+4.4% | $4,028+93.0% |
| Admin fee / account holder | $105,354 | $6,277+1578.3% | $10,009+952.6% | $5,403+1849.9% |