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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 | $318,293 | $110,083+189.1% | $151,645+109.9% | $68,490+364.7% |
| Participation rate | 82.4% | 84.0%-1.6pp | 87.5%-5.1pp | 67.9%+14.5pp |
| Annual return | -7.33% | -10.12%+2.8pp | 3.34%-10.7pp | -7.85%+0.5pp |
| Employer contribution / active EE | $10,519 | $4,470+135.3% | $6,165+70.6% | $2,597+305.1% |
| Participant deferral / active EE | $11,894 | $6,526+82.2% | $8,363+42.2% | $4,028+195.3% |
| Admin fee / account holder | $7,136 | $7,718-7.5% | $11,614-38.6% | $5,403+32.1% |