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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 | $258,862 | $91,536+182.8% | $130,062+99.0% | $75,177+244.3% |
| Participation rate | 80.8% | 71.5%+9.3pp | 78.5%+2.3pp | 67.2%+13.6pp |
| Annual return | 15.24% | -631.62%+646.9pp | -137.37%+152.6pp | 160.75%-145.5pp |
| Employer contribution / active EE | $6,283 | $2,845+120.9% | $4,322+45.4% | $2,671+135.2% |
| Participant deferral / active EE | $4,068 | $4,343-6.3% | $5,821-30.1% | $4,126-1.4% |
| Admin fee / account holder | $10,202 | $6,780+50.5% | $10,601-3.8% | $5,651+80.5% |