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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 | $453,138 | $82,674+448.1% | $125,363+261.5% | $68,495+561.6% |
| Participation rate | 86.0% | 75.0%+11.0pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -6.30% | -5.97%-0.3pp | 572.15%-578.4pp | -7.84%+1.5pp |
| Employer contribution / active EE | $9,302 | $3,382+175.1% | $4,815+93.2% | $2,596+258.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $20,586 | $6,276+228.0% | $10,005+105.8% | $5,403+281.0% |