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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 | $605,603 | $82,678+632.5% | $125,391+383.0% | $68,490+784.2% |
| Participation rate | 94.3% | 75.1%+19.3pp | 82.4%+12.0pp | 67.9%+26.4pp |
| Annual return | -16.12% | -5.97%-10.2pp | 572.41%-588.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $14,849 | $3,382+339.0% | $4,816+208.3% | $2,597+471.8% |
| Participant deferral / active EE | $9,999 | $6,111+63.6% | $7,448+34.2% | $4,028+148.2% |
| Admin fee / account holder | $8,130 | $6,277+29.5% | $10,009-18.8% | $5,403+50.5% |