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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 | $333,878 | $95,915+248.1% | $79,580+319.6% | $134,532+148.2% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -19.26% | -2.71%-16.6pp | 0.15%-19.4pp | 418.27%-437.5pp |
| Employer contribution / active EE | $14,089 | $3,129+350.3% | $2,413+483.8% | $4,741+197.2% |
| Participant deferral / active EE | $7,443 | $4,693+58.6% | $3,985+86.8% | $6,401+16.3% |
| Admin fee / account holder | $3,881 | $9,132-57.5% | $6,835-43.2% | $11,429-66.0% |