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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 | $295,944 | $167,352+76.8% | $143,788+105.8% | $134,509+120.0% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -15.25% | 0.47%-15.7pp | -0.03%-15.2pp | 418.13%-433.4pp |
| Employer contribution / active EE | $2,157 | $5,620-61.6% | $4,952-56.4% | $4,741-54.5% |
| Participant deferral / active EE | $6,667 | $6,447+3.4% | $5,638+18.3% | $6,400+4.2% |
| Admin fee / account holder | $12,254 | $18,091-32.3% | $14,675-16.5% | $11,427+7.2% |