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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 | $584,772 | $127,387+359.1% | $115,038+408.3% | $125,389+366.4% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.84% | 31.28%-33.1pp | 26.14%-28.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $3,352 | $5,166-35.1% | $4,608-27.3% | $4,866-31.1% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,150 | $9,516+69.7% | $8,175+97.5% | $9,541+69.3% |