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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 | $389,690 | $82,678+371.3% | $125,391+210.8% | $68,490+469.0% |
| Participation rate | 86.2% | 75.1%+11.1pp | 82.4%+3.8pp | 67.9%+18.3pp |
| Annual return | -13.89% | -5.97%-7.9pp | 572.41%-586.3pp | -7.85%-6.0pp |
| Employer contribution / active EE | $10,741 | $3,382+217.6% | $4,816+123.0% | $2,597+313.6% |
| Participant deferral / active EE | $9,538 | $6,111+56.1% | $7,448+28.1% | $4,028+136.8% |
| Admin fee / account holder | $633 | $6,277-89.9% | $10,009-93.7% | $5,403-88.3% |