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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 | $477,185 | $82,674+477.2% | $125,381+280.6% | $68,486+596.8% |
| Participation rate | 83.8% | 75.1%+8.7pp | 82.4%+1.4pp | 67.9%+15.9pp |
| Annual return | -17.54% | -5.97%-11.6pp | 572.31%-589.8pp | -7.85%-9.7pp |
| Employer contribution / active EE | $7,892 | $3,382+133.4% | $4,815+63.9% | $2,597+203.9% |
| Participant deferral / active EE | $7,945 | $6,111+30.0% | $7,448+6.7% | $4,028+97.3% |
| Admin fee / account holder | $3,260 | $6,277-48.1% | $10,007-67.4% | $5,404-39.7% |