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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 | $383,416 | $73,848+419.2% | $143,799+166.6% | $68,486+459.8% |
| Participation rate | 90.3% | 66.7%+23.7pp | 80.3%+10.0pp | 67.9%+22.4pp |
| Annual return | -16.45% | 0.91%-17.4pp | -0.04%-16.4pp | -7.85%-8.6pp |
| Employer contribution / active EE | $14,203 | $3,184+346.0% | $4,952+186.8% | $2,597+447.0% |
| Participant deferral / active EE | $14,598 | $3,385+331.3% | $5,638+158.9% | $4,028+262.5% |
| Admin fee / account holder | $19,781 | $5,755+243.7% | $14,677+34.8% | $5,404+266.1% |