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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 | $350,653 | $167,362+109.5% | $143,799+143.9% | $134,532+160.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.37% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $1,686 | $5,620-70.0% | $4,952-65.9% | $4,741-64.4% |
| Participant deferral / active EE | $9,058 | $6,447+40.5% | $5,638+60.6% | $6,401+41.5% |
| Admin fee / account holder | $14,140 | $18,094-21.9% | $14,677-3.7% | $11,429+23.7% |