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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 | $298,199 | $167,353+78.2% | $143,797+107.4% | $134,545+121.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -11.48% | 0.48%-12.0pp | -0.04%-11.4pp | 418.37%-429.9pp |
| Employer contribution / active EE | $2,604 | $5,620-53.7% | $4,952-47.4% | $4,742-45.1% |
| Participant deferral / active EE | $9,788 | $6,447+51.8% | $5,638+73.6% | $6,401+52.9% |
| Admin fee / account holder | $49,423 | $18,096+173.1% | $14,679+236.7% | $11,431+332.4% |