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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 | $421,556 | $73,839+470.9% | $143,788+193.2% | $68,495+515.5% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -11.94% | 1.01%-13.0pp | -0.03%-11.9pp | -7.84%-4.1pp |
| Employer contribution / active EE | $8,021 | $3,184+151.9% | $4,952+62.0% | $2,596+208.9% |
| Participant deferral / active EE | $7,530 | $3,384+122.5% | $5,638+33.6% | $4,028+87.0% |
| Admin fee / account holder | $30,567 | $5,755+431.2% | $14,675+108.3% | $5,403+465.7% |