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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 | $500,448 | $53,546+834.6% | $69,884+616.1% | $68,486+630.7% |
| Participation rate | 86.7% | 64.5%+22.1pp | 70.5%+16.2pp | 67.9%+18.8pp |
| Annual return | -12.36% | -13.87%+1.5pp | 190.81%-203.2pp | -7.85%-4.5pp |
| Employer contribution / active EE | $2,168 | $2,019+7.4% | $2,560-15.3% | $2,597-16.5% |
| Participant deferral / active EE | $7,364 | $2,957+149.1% | $3,848+91.4% | $4,028+82.8% |
| Admin fee / account holder | $4,199 | $4,693-10.5% | $6,266-33.0% | $5,404-22.3% |