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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 | $262,755 | $167,504+56.9% | $151,628+73.3% | $134,509+95.3% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -15.24% | 7.81%-23.0pp | 3.34%-18.6pp | 418.13%-433.4pp |
| Employer contribution / active EE | $1,744 | $6,828-74.5% | $6,165-71.7% | $4,741-63.2% |
| Participant deferral / active EE | $9,257 | $8,985+3.0% | $8,363+10.7% | $6,400+44.6% |
| Admin fee / account holder | $2,704 | $13,779-80.4% | $11,613-76.7% | $11,427-76.3% |