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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 | $440,198 | $140,592+213.1% | $123,105+257.6% | $125,389+251.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 86.8%-3.4pp | 83.2%+0.1pp |
| Annual return | -0.65% | 16.80%-17.4pp | 13.22%-13.9pp | 282.24%-282.9pp |
| Employer contribution / active EE | $9,167 | $6,041+51.7% | $5,151+78.0% | $4,866+88.4% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,309 | $11,198-88.3% | $9,014-85.5% | $9,541-86.3% |