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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 | $530,395 | $65,125+714.4% | $143,797+268.8% | $66,949+692.2% |
| Participation rate | 94.3% | 65.2%+29.1pp | 80.3%+14.0pp | 69.8%+24.5pp |
| Annual return | -15.43% | -11.13%-4.3pp | -0.04%-15.4pp | 1.57%-17.0pp |
| Employer contribution / active EE | $18,133 | $2,362+667.5% | $4,952+266.2% | $2,545+612.4% |
| Participant deferral / active EE | $12,390 | $2,920+324.3% | $5,638+119.7% | $4,239+192.3% |
| Admin fee / account holder | $22,019 | $503+4280.3% | $14,679+50.0% | $594+3609.6% |