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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 | $393,127 | $131,835+198.2% | $108,582+262.1% | $273,972+43.5% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.75% | -91.57%+99.3pp | -51.70%+59.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $13,695 | $4,913+178.8% | $3,758+264.4% | $4,869+181.3% |
| Participant deferral / active EE | $2,572 | $5,127-49.8% | $4,311-40.3% | $5,287-51.3% |
| Admin fee / account holder | $11,838 | $10,253+15.5% | $7,645+54.8% | $10,133+16.8% |