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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 | $338,840 | $110,083+207.8% | $151,645+123.4% | $68,490+394.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -7.09% | -10.12%+3.0pp | 3.34%-10.4pp | -7.85%+0.8pp |
| Employer contribution / active EE | $5,658 | $4,470+26.6% | $6,165-8.2% | $2,597+117.9% |
| Participant deferral / active EE | $8,755 | $6,526+34.1% | $8,363+4.7% | $4,028+117.4% |
| Admin fee / account holder | $6,816 | $7,718-11.7% | $11,614-41.3% | $5,403+26.2% |