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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 | $269,014 | $110,083+144.4% | $151,627+77.4% | $68,498+292.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.48% | -10.12%-0.4pp | 3.33%-13.8pp | -7.84%-2.6pp |
| Employer contribution / active EE | $19,135 | $4,470+328.1% | $6,166+210.3% | $2,596+637.0% |
| Participant deferral / active EE | $16,854 | $6,526+158.2% | $8,363+101.5% | $4,027+318.5% |
| Admin fee / account holder | $10,937 | $7,718+41.7% | $11,612-5.8% | $5,403+102.4% |