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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 | $276,585 | $110,083+151.3% | $151,639+82.4% | $68,486+303.9% |
| Participation rate | 94.4% | 84.0%+10.5pp | 87.5%+7.0pp | 67.9%+26.6pp |
| Annual return | -14.91% | -10.12%-4.8pp | 3.34%-18.3pp | -7.85%-7.1pp |
| Employer contribution / active EE | $6,445 | $4,470+44.2% | $6,165+4.5% | $2,597+148.2% |
| Participant deferral / active EE | $14,216 | $6,526+117.8% | $8,363+70.0% | $4,028+253.0% |
| Admin fee / account holder | $62,890 | $7,718+714.9% | $11,613+441.5% | $5,404+1063.8% |