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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 | $277,054 | $82,678+235.1% | $125,391+121.0% | $68,490+304.5% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.41%-587.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $8,408 | $3,382+148.6% | $4,816+74.6% | $2,597+223.8% |
| Participant deferral / active EE | $11,016 | $6,111+80.3% | $7,448+47.9% | $4,028+173.5% |
| Admin fee / account holder | $8,642 | $6,277+37.7% | $10,009-13.7% | $5,403+60.0% |