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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 | $296,577 | $167,533+77.0% | $151,645+95.6% | $134,545+120.4% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -19.11% | 7.81%-26.9pp | 3.34%-22.5pp | 418.37%-437.5pp |
| Employer contribution / active EE | $38,769 | $6,828+467.8% | $6,165+528.8% | $4,742+717.6% |
| Participant deferral / active EE | $15,080 | $8,985+67.8% | $8,363+80.3% | $6,401+135.6% |
| Admin fee / account holder | $6,827 | $13,781-50.5% | $11,614-41.2% | $11,431-40.3% |