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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 | $364,574 | $142,392+156.0% | $119,622+204.8% | $134,532+171.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -14.11% | -12.46%-1.7pp | -14.98%+0.9pp | 418.27%-432.4pp |
| Employer contribution / active EE | $3,285 | $5,224-37.1% | $4,232-22.4% | $4,741-30.7% |
| Participant deferral / active EE | $19,000 | $6,467+193.8% | $5,601+239.3% | $6,401+196.8% |
| Admin fee / account holder | $7,357 | $13,593-45.9% | $10,328-28.8% | $11,429-35.6% |