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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 | $341,076 | $110,083+209.8% | $151,639+124.9% | $68,486+398.0% |
| Participation rate | 77.1% | 84.0%-6.8pp | 87.5%-10.3pp | 67.9%+9.2pp |
| Annual return | -18.32% | -10.12%-8.2pp | 3.34%-21.7pp | -7.85%-10.5pp |
| Employer contribution / active EE | $17,889 | $4,470+300.2% | $6,165+190.2% | $2,597+588.9% |
| Participant deferral / active EE | $12,465 | $6,526+91.0% | $8,363+49.0% | $4,028+209.5% |
| Admin fee / account holder | $8,792 | $7,718+13.9% | $11,613-24.3% | $5,404+62.7% |