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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 | $563,497 | $82,678+581.6% | $125,391+349.4% | $68,490+722.7% |
| Participation rate | 96.2% | 75.1%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.41%-586.6pp | -7.85%-6.4pp |
| Employer contribution / active EE | $14,722 | $3,382+335.3% | $4,816+205.7% | $2,597+466.9% |
| Participant deferral / active EE | $15,301 | $6,111+150.4% | $7,448+105.4% | $4,028+279.9% |
| Admin fee / account holder | $45,461 | $6,277+624.2% | $10,009+354.2% | $5,403+741.4% |