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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 | $307,124 | $110,083+179.0% | $151,645+102.5% | $68,490+348.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -16.27% | -10.12%-6.1pp | 3.34%-19.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $21,529 | $4,470+381.6% | $6,165+249.2% | $2,597+729.1% |
| Participant deferral / active EE | $15,500 | $6,526+137.5% | $8,363+85.3% | $4,028+284.8% |
| Admin fee / account holder | $35,319 | $7,718+357.6% | $11,614+204.1% | $5,403+553.7% |