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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 | $279,503 | $110,083+153.9% | $151,645+84.3% | $68,490+308.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.41% | -10.12%-1.3pp | 3.34%-14.8pp | -7.85%-3.6pp |
| Employer contribution / active EE | $17,714 | $4,470+296.3% | $6,165+187.3% | $2,597+582.2% |
| Participant deferral / active EE | $16,768 | $6,526+156.9% | $8,363+100.5% | $4,028+316.3% |
| Admin fee / account holder | $10,474 | $7,718+35.7% | $11,614-9.8% | $5,403+93.9% |