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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 | $284,256 | $82,678+243.8% | $125,391+126.7% | $68,490+315.0% |
| Participation rate | 98.1% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -14.87% | -5.97%-8.9pp | 572.41%-587.3pp | -7.85%-7.0pp |
| Employer contribution / active EE | $9,820 | $3,382+190.3% | $4,816+103.9% | $2,597+278.2% |
| Participant deferral / active EE | $6,034 | $6,111-1.3% | $7,448-19.0% | $4,028+49.8% |
| Admin fee / account holder | $36,448 | $6,277+480.6% | $10,009+264.2% | $5,403+574.6% |