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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 | $615,474 | $73,848+733.4% | $143,799+328.0% | $68,486+798.7% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -12.12% | 0.91%-13.0pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $15,438 | $3,184+384.8% | $4,952+211.7% | $2,597+494.5% |
| Participant deferral / active EE | $15,417 | $3,385+355.5% | $5,638+173.4% | $4,028+282.8% |
| Admin fee / account holder | $16,828 | $5,755+192.4% | $14,677+14.7% | $5,404+211.4% |