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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 | $300,618 | $167,362+79.6% | $143,799+109.1% | $134,532+123.5% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -14.25% | 0.47%-14.7pp | -0.04%-14.2pp | 418.27%-432.5pp |
| Employer contribution / active EE | $2,206 | $5,620-60.7% | $4,952-55.4% | $4,741-53.5% |
| Participant deferral / active EE | $14,945 | $6,447+131.8% | $5,638+165.1% | $6,401+133.5% |
| Admin fee / account holder | $2,469 | $18,094-86.4% | $14,677-83.2% | $11,429-78.4% |