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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 | $321,086 | $81,870+292.2% | $119,622+168.4% | $68,486+368.8% |
| Participation rate | 97.0% | 71.9%+25.1pp | 79.3%+17.7pp | 67.9%+29.1pp |
| Annual return | 4.74% | -23.82%+28.6pp | -14.98%+19.7pp | -7.85%+12.6pp |
| Employer contribution / active EE | $1,336 | $2,692-50.4% | $4,232-68.4% | $2,597-48.5% |
| Participant deferral / active EE | $6,888 | $4,148+66.1% | $5,601+23.0% | $4,028+71.0% |
| Admin fee / account holder | $10,719 | $6,583+62.8% | $10,328+3.8% | $5,404+98.4% |