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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 | $539,660 | $73,848+630.8% | $143,799+275.3% | $68,486+688.0% |
| Participation rate | 92.0% | 66.7%+25.3pp | 80.3%+11.7pp | 67.9%+24.1pp |
| Annual return | -14.42% | 0.91%-15.3pp | -0.04%-14.4pp | -7.85%-6.6pp |
| Employer contribution / active EE | $17,578 | $3,184+452.0% | $4,952+255.0% | $2,597+577.0% |
| Participant deferral / active EE | $18,276 | $3,385+440.0% | $5,638+224.1% | $4,028+353.8% |
| Admin fee / account holder | $693 | $5,755-88.0% | $14,677-95.3% | $5,404-87.2% |