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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 | $289,850 | $72,177+301.6% | $115,037+152.0% | $59,632+386.1% |
| Participation rate | 94.4% | 72.6%+21.9pp | 81.4%+13.1pp | 68.7%+25.8pp |
| Annual return | -0.28% | 12.02%-12.3pp | 26.14%-26.4pp | 2041.32%-2041.6pp |
| Employer contribution / active EE | $3,360 | $2,841+18.3% | $4,608-27.1% | $2,203+52.6% |
| Participant deferral / active EE | $8,974 | $4,783+87.6% | $6,026+48.9% | $3,192+181.2% |
| Admin fee / account holder | $17,016 | $4,927+245.4% | $8,175+108.1% | $4,297+296.0% |