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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 | $396,100 | $75,832+422.3% | $147,617+168.3% | $59,633+564.2% |
| Participation rate | 92.1% | 71.6%+20.5pp | 84.6%+7.5pp | 68.7%+23.4pp |
| Annual return | -1.03% | 0.37%-1.4pp | 61.98%-63.0pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $17,896 | $3,485+413.5% | $5,564+221.6% | $2,203+712.5% |
| Participant deferral / active EE | $10,292 | $3,131+228.8% | $4,895+110.2% | $3,192+222.5% |
| Admin fee / account holder | $2,293 | $5,986-61.7% | $11,612-80.3% | $4,297-46.6% |