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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 | $280,089 | $211,946+32.2% | $169,452+65.3% | $135,380+106.9% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -4.96% | 3.26%-8.2pp | 1.83%-6.8pp | 519.81%-524.8pp |
| Employer contribution / active EE | $8,666 | $5,117+69.4% | $4,157+108.5% | $4,779+81.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $29,993 | $11,472+161.5% | $9,110+229.2% | $10,828+177.0% |