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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 | $279,632 | $82,678+238.2% | $125,391+123.0% | $68,490+308.3% |
| Participation rate | 94.1% | 75.1%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.41%-589.5pp | -7.85%-9.3pp |
| Employer contribution / active EE | $12,812 | $3,382+278.8% | $4,816+166.0% | $2,597+393.4% |
| Participant deferral / active EE | $9,109 | $6,111+49.1% | $7,448+22.3% | $4,028+126.2% |
| Admin fee / account holder | $2,706 | $6,277-56.9% | $10,009-73.0% | $5,403-49.9% |