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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 | $601,419 | $82,678+627.4% | $125,391+379.6% | $68,490+778.1% |
| Participation rate | 97.2% | 75.1%+22.2pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -17.64% | -5.97%-11.7pp | 572.41%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $16,449 | $3,382+386.3% | $4,816+241.6% | $2,597+533.4% |
| Participant deferral / active EE | $13,248 | $6,111+116.8% | $7,448+77.9% | $4,028+228.9% |
| Admin fee / account holder | $31,955 | $6,277+409.1% | $10,009+219.3% | $5,403+491.4% |