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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 | $303,100 | $140,592+115.6% | $123,105+146.2% | $125,389+141.7% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -2.20% | 16.80%-19.0pp | 13.22%-15.4pp | 282.24%-284.4pp |
| Employer contribution / active EE | $3,381 | $6,041-44.0% | $5,151-34.4% | $4,866-30.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $13,904 | $11,198+24.2% | $9,014+54.2% | $9,541+45.7% |