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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 | $269,514 | $110,083+144.8% | $151,628+77.7% | $68,495+293.5% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -17.58% | -10.12%-7.5pp | 3.34%-20.9pp | -7.84%-9.7pp |
| Employer contribution / active EE | $6,154 | $4,470+37.7% | $6,165-0.2% | $2,596+137.0% |
| Participant deferral / active EE | $10,179 | $6,526+56.0% | $8,363+21.7% | $4,028+152.7% |
| Admin fee / account holder | $34,174 | $7,718+342.8% | $11,613+194.3% | $5,403+532.5% |