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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 | $317,900 | $110,083+188.8% | $151,645+109.6% | $68,490+364.2% |
| Participation rate | 97.8% | 84.0%+13.8pp | 87.5%+10.3pp | 67.9%+29.9pp |
| Annual return | -13.05% | -10.12%-2.9pp | 3.34%-16.4pp | -7.85%-5.2pp |
| Employer contribution / active EE | $29,947 | $4,470+570.0% | $6,165+385.8% | $2,597+1053.3% |
| Participant deferral / active EE | $18,574 | $6,526+184.6% | $8,363+122.1% | $4,028+361.2% |
| Admin fee / account holder | $3,447 | $7,718-55.3% | $11,614-70.3% | $5,403-36.2% |