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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 | $474,623 | $127,386+272.6% | $115,037+312.6% | $125,393+278.5% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.71% | 31.28%-33.0pp | 26.14%-27.8pp | 282.23%-283.9pp |
| Employer contribution / active EE | $8,444 | $5,166+63.4% | $4,608+83.2% | $4,866+73.5% |
| Participant deferral / active EE | $9,370 | $6,423+45.9% | $6,026+55.5% | $5,351+75.1% |
| Admin fee / account holder | $681 | $9,516-92.8% | $8,175-91.7% | $9,541-92.9% |