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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 | $281,541 | $167,504+68.1% | $151,628+85.7% | $134,509+109.3% |
| Participation rate | 82.6% | 88.4%-5.8pp | 87.5%-4.9pp | 81.2%+1.4pp |
| Annual return | -19.01% | 7.81%-26.8pp | 3.34%-22.3pp | 418.13%-437.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,061 | $8,985-54.8% | $8,363-51.4% | $6,400-36.6% |
| Admin fee / account holder | $17,212 | $13,779+24.9% | $11,613+48.2% | $11,427+50.6% |