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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 | $383,730 | $94,529+305.9% | $140,019+174.1% | $64,173+498.0% |
| Participation rate | 88.6% | 84.1%+4.5pp | 87.5%+1.1pp | 69.6%+19.0pp |
| Annual return | -3.27% | 7.77%-11.0pp | 651.17%-654.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $10,833 | $3,812+184.1% | $5,605+93.3% | $2,381+355.0% |
| Participant deferral / active EE | $9,594 | $5,250+82.7% | $6,927+38.5% | $3,470+176.5% |
| Admin fee / account holder | $2,227 | $6,741-67.0% | $10,705-79.2% | $4,887-54.4% |