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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 | $253,576 | $82,678+206.7% | $125,391+102.2% | $68,490+270.2% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -16.90% | -5.97%-10.9pp | 572.41%-589.3pp | -7.85%-9.0pp |
| Employer contribution / active EE | $7,850 | $3,382+132.1% | $4,816+63.0% | $2,597+202.3% |
| Participant deferral / active EE | $10,273 | $6,111+68.1% | $7,448+37.9% | $4,028+155.0% |
| Admin fee / account holder | $62,369 | $6,277+893.5% | $10,009+523.2% | $5,403+1054.4% |