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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 | $350,961 | $82,674+324.5% | $125,381+179.9% | $68,486+412.5% |
| Participation rate | 97.8% | 75.1%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -14.42% | -5.97%-8.5pp | 572.31%-586.7pp | -7.85%-6.6pp |
| Employer contribution / active EE | $18,907 | $3,382+459.1% | $4,815+292.6% | $2,597+628.1% |
| Participant deferral / active EE | $6,369 | $6,111+4.2% | $7,448-14.5% | $4,028+58.1% |
| Admin fee / account holder | $5,259 | $6,277-16.2% | $10,007-47.4% | $5,404-2.7% |