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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 | $661,154 | $82,674+699.7% | $125,381+427.3% | $68,486+865.4% |
| Participation rate | 88.1% | 75.1%+13.0pp | 82.4%+5.7pp | 67.9%+20.2pp |
| Annual return | -16.07% | -5.97%-10.1pp | 572.31%-588.4pp | -7.85%-8.2pp |
| Employer contribution / active EE | $15,379 | $3,382+354.8% | $4,815+219.4% | $2,597+492.3% |
| Participant deferral / active EE | $12,970 | $6,111+112.3% | $7,448+74.2% | $4,028+222.0% |
| Admin fee / account holder | $6,520 | $6,277+3.9% | $10,007-34.8% | $5,404+20.7% |