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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 | $283,732 | $82,674+243.2% | $125,381+126.3% | $68,486+314.3% |
| Participation rate | 75.9% | 75.1%+0.8pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -14.47% | -5.97%-8.5pp | 572.31%-586.8pp | -7.85%-6.6pp |
| Employer contribution / active EE | $26,846 | $3,382+693.8% | $4,815+457.5% | $2,597+933.9% |
| Participant deferral / active EE | $8,526 | $6,111+39.5% | $7,448+14.5% | $4,028+111.7% |
| Admin fee / account holder | $5,757 | $6,277-8.3% | $10,007-42.5% | $5,404+6.5% |