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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 | $266,358 | $142,392+87.1% | $119,622+122.7% | $134,532+98.0% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -19.57% | -12.46%-7.1pp | -14.98%-4.6pp | 418.27%-437.8pp |
| Employer contribution / active EE | $1,107 | $5,224-78.8% | $4,232-73.8% | $4,741-76.6% |
| Participant deferral / active EE | $8,711 | $6,467+34.7% | $5,601+55.5% | $6,401+36.1% |
| Admin fee / account holder | $11,467 | $13,593-15.6% | $10,328+11.0% | $11,429+0.3% |