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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 | $611,584 | $73,863+728.0% | $143,797+325.3% | $68,490+792.9% |
| Participation rate | 79.6% | 66.7%+12.9pp | 80.3%-0.7pp | 67.9%+11.7pp |
| Annual return | -14.27% | 0.91%-15.2pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $11,190 | $3,185+251.4% | $4,952+126.0% | $2,597+330.9% |
| Participant deferral / active EE | $11,701 | $3,385+245.7% | $5,638+107.5% | $4,028+190.5% |
| Admin fee / account holder | $16,503 | $5,756+186.7% | $14,679+12.4% | $5,403+205.4% |