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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 | $367,525 | $81,870+348.9% | $119,608+207.3% | $68,495+436.6% |
| Participation rate | 94.7% | 71.9%+22.8pp | 79.3%+15.5pp | 67.9%+26.8pp |
| Annual return | -17.22% | -23.82%+6.6pp | -14.98%-2.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $14,583 | $2,692+441.8% | $4,232+244.6% | $2,596+461.7% |
| Participant deferral / active EE | $11,240 | $4,148+171.0% | $5,601+100.7% | $4,028+179.1% |
| Admin fee / account holder | $10,949 | $6,583+66.3% | $10,326+6.0% | $5,403+102.6% |