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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 | $404,851 | $82,678+389.7% | $125,391+222.9% | $68,490+491.1% |
| Participation rate | 90.3% | 75.1%+15.3pp | 82.4%+7.9pp | 67.9%+22.4pp |
| Annual return | -14.27% | -5.97%-8.3pp | 572.41%-586.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $6,589 | $3,382+94.8% | $4,816+36.8% | $2,597+153.7% |
| Participant deferral / active EE | $8,865 | $6,111+45.1% | $7,448+19.0% | $4,028+120.1% |
| Admin fee / account holder | $13,240 | $6,277+110.9% | $10,009+32.3% | $5,403+145.0% |