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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 | $294,180 | $97,020+203.2% | $83,327+253.0% | $135,380+117.3% |
| Participation rate | 91.7% | 80.4%+11.3pp | 77.8%+13.9pp | 82.6%+9.0pp |
| Annual return | -5.84% | 12.31%-18.2pp | 10.64%-16.5pp | 519.81%-525.6pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,357 | $5,964+6.6% | $5,565+14.2% | $5,609+13.3% |
| Admin fee / account holder | $1,503 | $8,426-82.2% | $7,540-80.1% | $10,828-86.1% |