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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 | $253,526 | $91,536+177.0% | $130,062+94.9% | $75,177+237.2% |
| Participation rate | 74.1% | 71.5%+2.6pp | 78.5%-4.4pp | 67.2%+6.9pp |
| Annual return | 23.91% | -631.62%+655.5pp | -137.37%+161.3pp | 160.75%-136.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $14,260 | $4,343+228.3% | $5,821+145.0% | $4,126+245.6% |
| Admin fee / account holder | $600 | $6,780-91.1% | $10,601-94.3% | $5,651-89.4% |