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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 | $502,377 | $134,001+274.9% | $112,258+347.5% | $134,509+273.5% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -15.10% | 47.15%-62.2pp | 27.47%-42.6pp | 418.13%-433.2pp |
| Employer contribution / active EE | $3,264 | $4,039-19.2% | $3,636-10.2% | $4,741-31.1% |
| Participant deferral / active EE | $6,780 | $5,291+28.1% | $4,728+43.4% | $6,400+5.9% |
| Admin fee / account holder | $107,374 | $7,491+1333.4% | $6,411+1574.8% | $11,427+839.7% |