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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 | $273,659 | $59,111+363.0% | $86,451+216.5% | $68,490+299.6% |
| Participation rate | 85.2% | 75.2%+10.0pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -9.31% | -0.22%-9.1pp | 4398.51%-4407.8pp | -7.85%-1.5pp |
| Employer contribution / active EE | $9,332 | $2,519+270.5% | $3,770+147.5% | $2,597+259.4% |
| Participant deferral / active EE | $3,131 | $5,900-46.9% | $6,953-55.0% | $4,028-22.3% |
| Admin fee / account holder | $34,381 | $5,640+509.6% | $6,734+410.5% | $5,403+536.3% |