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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 | $333,034 | $73,863+350.9% | $143,797+131.6% | $68,490+386.2% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -9.29% | 0.91%-10.2pp | -0.04%-9.2pp | -7.85%-1.4pp |
| Employer contribution / active EE | $13,510 | $3,185+324.2% | $4,952+172.8% | $2,597+420.3% |
| Participant deferral / active EE | $8,016 | $3,385+136.8% | $5,638+42.2% | $4,028+99.0% |
| Admin fee / account holder | $71,284 | $5,756+1138.4% | $14,679+385.6% | $5,403+1219.4% |