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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 | $365,799 | $44,850+715.6% | $60,547+504.2% | $59,633+513.4% |
| Participation rate | 88.5% | 59.5%+29.0pp | 68.0%+20.5pp | 68.7%+19.8pp |
| Annual return | -2.14% | 1074.14%-1076.3pp | 335.64%-337.8pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $20,567 | $1,462+1306.9% | $2,419+750.1% | $2,203+833.8% |
| Participant deferral / active EE | $10,102 | $2,230+353.1% | $3,328+203.6% | $3,192+216.5% |
| Admin fee / account holder | $91,618 | $3,635+2420.2% | $4,536+1919.7% | $4,297+2032.2% |