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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 | $273,205 | $87,016+214.0% | $63,244+332.0% | $125,389+117.9% |
| Participation rate | 70.0% | 77.1%-7.1pp | 71.0%-1.0pp | 83.2%-13.2pp |
| Annual return | 0.93% | 21.71%-20.8pp | -70.31%+71.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $1,712 | $3,601-52.4% | $2,322-26.3% | $4,866-64.8% |
| Participant deferral / active EE | $8,666 | $3,939+120.0% | $2,953+193.4% | $5,352+61.9% |
| Admin fee / account holder | $70,780 | $11,954+492.1% | $5,893+1101.1% | $9,541+641.9% |