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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 | $283,294 | $167,353+69.3% | $143,797+97.0% | $134,545+110.6% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.22% | 0.48%-19.7pp | -0.04%-19.2pp | 418.37%-437.6pp |
| Employer contribution / active EE | $2,886 | $5,620-48.7% | $4,952-41.7% | $4,742-39.1% |
| Participant deferral / active EE | $5,603 | $6,447-13.1% | $5,638-0.6% | $6,401-12.5% |
| Admin fee / account holder | $1,668 | $18,096-90.8% | $14,679-88.6% | $11,431-85.4% |