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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 | $360,221 | $64,716+456.6% | $112,258+220.9% | $68,495+425.9% |
| Participation rate | 96.6% | 67.2%+29.5pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -17.61% | -11.40%-6.2pp | 27.47%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $17,531 | $2,746+538.4% | $3,636+382.2% | $2,596+575.2% |
| Participant deferral / active EE | $10,768 | $3,565+202.0% | $4,728+127.7% | $4,028+167.4% |
| Admin fee / account holder | $23,607 | $5,232+351.2% | $6,411+268.2% | $5,403+336.9% |