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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 | $390,231 | $81,870+376.6% | $119,634+226.2% | $68,490+469.8% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -12.66% | -23.82%+11.2pp | -14.98%+2.3pp | -7.85%-4.8pp |
| Employer contribution / active EE | $8,235 | $2,692+205.9% | $4,232+94.6% | $2,597+217.1% |
| Participant deferral / active EE | $8,879 | $4,148+114.0% | $5,601+58.5% | $4,028+120.4% |
| Admin fee / account holder | $62,128 | $6,583+843.7% | $10,329+501.5% | $5,403+1049.9% |