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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 | $331,778 | $99,032+235.0% | $80,022+314.6% | $135,380+145.1% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -7.43% | 15.39%-22.8pp | 11.22%-18.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $58,340 | $3,043+1816.9% | $2,468+2263.8% | $4,779+1120.8% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $42,857 | $10,436+310.7% | $6,521+557.2% | $10,828+295.8% |