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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 | $377,824 | $82,678+357.0% | $125,391+201.3% | $68,490+451.6% |
| Participation rate | 89.0% | 75.1%+14.0pp | 82.4%+6.7pp | 67.9%+21.1pp |
| Annual return | -14.73% | -5.97%-8.8pp | 572.41%-587.1pp | -7.85%-6.9pp |
| Employer contribution / active EE | $11,991 | $3,382+254.5% | $4,816+149.0% | $2,597+361.8% |
| Participant deferral / active EE | $10,898 | $6,111+78.3% | $7,448+46.3% | $4,028+170.6% |
| Admin fee / account holder | $23,767 | $6,277+278.6% | $10,009+137.5% | $5,403+339.9% |