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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 | $350,330 | $167,353+109.3% | $143,797+143.6% | $134,545+160.4% |
| Participation rate | 91.7% | 84.8%+6.8pp | 80.3%+11.3pp | 81.2%+10.4pp |
| Annual return | -10.25% | 0.48%-10.7pp | -0.04%-10.2pp | 418.37%-428.6pp |
| Employer contribution / active EE | $8,209 | $5,620+46.1% | $4,952+65.8% | $4,742+73.1% |
| Participant deferral / active EE | $8,890 | $6,447+37.9% | $5,638+57.7% | $6,401+38.9% |
| Admin fee / account holder | $8,568 | $18,096-52.7% | $14,679-41.6% | $11,431-25.0% |