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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 | $266,730 | $82,678+222.6% | $125,391+112.7% | $68,490+289.4% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.4%+6.8pp | 67.9%+21.3pp |
| Annual return | -11.07% | -5.97%-5.1pp | 572.41%-583.5pp | -7.85%-3.2pp |
| Employer contribution / active EE | $14,915 | $3,382+341.0% | $4,816+209.7% | $2,597+474.4% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,865 | $6,277-70.3% | $10,009-81.4% | $5,403-65.5% |