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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 | $328,284 | $167,353+96.2% | $143,797+128.3% | $134,545+144.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.73% | 0.48%-19.2pp | -0.04%-18.7pp | 418.37%-437.1pp |
| Employer contribution / active EE | $12,741 | $5,620+126.7% | $4,952+157.3% | $4,742+168.7% |
| Participant deferral / active EE | $10,239 | $6,447+58.8% | $5,638+81.6% | $6,401+59.9% |
| Admin fee / account holder | $2,878 | $18,096-84.1% | $14,679-80.4% | $11,431-74.8% |