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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 | $254,244 | $64,729+292.8% | $112,263+126.5% | $68,490+271.2% |
| Participation rate | 90.9% | 67.2%+23.8pp | 75.1%+15.8pp | 67.9%+23.0pp |
| Annual return | -11.39% | -11.40%0pp | 27.49%-38.9pp | -7.85%-3.5pp |
| Employer contribution / active EE | $13,250 | $2,746+382.5% | $3,636+264.4% | $2,597+410.3% |
| Participant deferral / active EE | $11,155 | $3,566+212.9% | $4,729+135.9% | $4,028+177.0% |
| Admin fee / account holder | $18,423 | $5,222+252.8% | $6,410+187.4% | $5,403+241.0% |