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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 | $392,139 | $100,811+289.0% | $86,698+352.3% | $134,545+191.5% |
| Participation rate | 73.7% | 79.0%-5.3pp | 76.6%-2.9pp | 81.2%-7.5pp |
| Annual return | -13.80% | 29.11%-42.9pp | 35.96%-49.8pp | 418.37%-432.2pp |
| Employer contribution / active EE | $2,362 | $3,490-32.3% | $2,837-16.7% | $4,742-50.2% |
| Participant deferral / active EE | $7,251 | $5,339+35.8% | $4,656+55.7% | $6,401+13.3% |
| Admin fee / account holder | $23,071 | $10,926+111.2% | $7,492+208.0% | $11,431+101.8% |