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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 | $587,733 | $82,678+610.9% | $125,391+368.7% | $68,490+758.1% |
| Participation rate | 98.7% | 75.1%+23.6pp | 82.4%+16.3pp | 67.9%+30.8pp |
| Annual return | -16.91% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.1pp |
| Employer contribution / active EE | $24,497 | $3,382+624.3% | $4,816+408.7% | $2,597+843.4% |
| Participant deferral / active EE | $8,110 | $6,111+32.7% | $7,448+8.9% | $4,028+101.3% |
| Admin fee / account holder | $15,057 | $6,277+139.9% | $10,009+50.4% | $5,403+178.7% |