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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 | $342,859 | $81,870+318.8% | $119,634+186.6% | $68,490+400.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -16.79% | -23.82%+7.0pp | -14.98%-1.8pp | -7.85%-8.9pp |
| Employer contribution / active EE | $5,258 | $2,692+95.3% | $4,232+24.2% | $2,597+102.5% |
| Participant deferral / active EE | $14,861 | $4,148+258.3% | $5,601+165.3% | $4,028+269.0% |
| Admin fee / account holder | $23,016 | $6,583+249.6% | $10,329+122.8% | $5,403+326.0% |