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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 | $311,718 | $82,678+277.0% | $125,391+148.6% | $68,490+355.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.31% | -5.97%-4.3pp | 572.41%-582.7pp | -7.85%-2.5pp |
| Employer contribution / active EE | $6,086 | $3,382+79.9% | $4,816+26.4% | $2,597+134.4% |
| Participant deferral / active EE | $5,830 | $6,111-4.6% | $7,448-21.7% | $4,028+44.8% |
| Admin fee / account holder | $4,659 | $6,277-25.8% | $10,009-53.4% | $5,403-13.8% |