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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 | $414,523 | $110,083+276.6% | $151,639+173.4% | $68,486+505.3% |
| Participation rate | 98.4% | 84.0%+14.5pp | 87.5%+10.9pp | 67.9%+30.5pp |
| Annual return | -15.73% | -10.12%-5.6pp | 3.34%-19.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $21,419 | $4,470+379.2% | $6,165+247.4% | $2,597+724.9% |
| Participant deferral / active EE | $16,666 | $6,526+155.4% | $8,363+99.3% | $4,028+313.8% |
| Admin fee / account holder | $38,023 | $7,718+392.7% | $11,613+227.4% | $5,404+603.6% |