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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 | $484,939 | $73,839+556.8% | $143,788+237.3% | $68,495+608.0% |
| Participation rate | 89.0% | 66.7%+22.4pp | 80.3%+8.7pp | 67.9%+21.1pp |
| Annual return | -8.69% | 1.01%-9.7pp | -0.03%-8.7pp | -7.84%-0.8pp |
| Employer contribution / active EE | $16,922 | $3,184+431.5% | $4,952+241.7% | $2,596+551.7% |
| Participant deferral / active EE | $13,197 | $3,384+289.9% | $5,638+134.1% | $4,028+227.7% |
| Admin fee / account holder | $41,114 | $5,755+614.5% | $14,675+180.2% | $5,403+660.9% |