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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 | $374,541 | $167,533+123.6% | $151,645+147.0% | $134,545+178.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -18.32% | 7.81%-26.1pp | 3.34%-21.7pp | 418.37%-436.7pp |
| Employer contribution / active EE | $3,416 | $6,828-50.0% | $6,165-44.6% | $4,742-28.0% |
| Participant deferral / active EE | $7,074 | $8,985-21.3% | $8,363-15.4% | $6,401+10.5% |
| Admin fee / account holder | $2,194 | $13,781-84.1% | $11,614-81.1% | $11,431-80.8% |