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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 | $434,297 | $73,863+488.0% | $143,797+202.0% | $68,490+534.1% |
| Participation rate | 85.7% | 66.7%+19.0pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -17.46% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $9,644 | $3,185+202.8% | $4,952+94.7% | $2,597+271.4% |
| Participant deferral / active EE | $14,646 | $3,385+332.7% | $5,638+159.8% | $4,028+263.6% |
| Admin fee / account holder | $116,509 | $5,756+1924.1% | $14,679+693.7% | $5,403+2056.4% |