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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 | $314,359 | $82,674+280.2% | $125,363+150.8% | $68,495+359.0% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -15.69% | -5.97%-9.7pp | 572.15%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $7,671 | $3,382+126.8% | $4,815+59.3% | $2,596+195.4% |
| Participant deferral / active EE | $6,032 | $6,111-1.3% | $7,447-19.0% | $4,028+49.8% |
| Admin fee / account holder | $9,142 | $6,276+45.7% | $10,005-8.6% | $5,403+69.2% |