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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 | $448,808 | $82,678+442.8% | $125,391+257.9% | $68,490+555.3% |
| Participation rate | 92.3% | 75.1%+17.2pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -13.17% | -5.97%-7.2pp | 572.41%-585.6pp | -7.85%-5.3pp |
| Employer contribution / active EE | $4,856 | $3,382+43.6% | $4,816+0.8% | $2,597+87.0% |
| Participant deferral / active EE | $7,346 | $6,111+20.2% | $7,448-1.4% | $4,028+82.4% |
| Admin fee / account holder | $51,665 | $6,277+723.0% | $10,009+416.2% | $5,403+856.2% |