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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 | $330,698 | $95,915+244.8% | $79,580+315.6% | $134,532+145.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -16.02% | -2.71%-13.3pp | 0.15%-16.2pp | 418.27%-434.3pp |
| Employer contribution / active EE | $2,375 | $3,129-24.1% | $2,413-1.6% | $4,741-49.9% |
| Participant deferral / active EE | $8,419 | $4,693+79.4% | $3,985+111.2% | $6,401+31.5% |
| Admin fee / account holder | $3,884 | $9,132-57.5% | $6,835-43.2% | $11,429-66.0% |