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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 | $308,669 | $54,355+467.9% | $82,744+273.0% | $68,486+350.7% |
| Participation rate | 90.2% | 63.9%+26.3pp | 72.6%+17.6pp | 67.9%+22.3pp |
| Annual return | -16.73% | -13.67%-3.1pp | 702.22%-718.9pp | -7.85%-8.9pp |
| Employer contribution / active EE | $7,488 | $2,219+237.5% | $3,008+148.9% | $2,597+188.4% |
| Participant deferral / active EE | $7,940 | $3,246+144.6% | $4,395+80.7% | $4,028+97.1% |
| Admin fee / account holder | $9,721 | $4,397+121.1% | $5,325+82.6% | $5,404+79.9% |