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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 | $329,471 | $81,870+302.4% | $119,608+175.5% | $68,495+381.0% |
| Participation rate | 96.0% | 71.9%+24.1pp | 79.3%+16.7pp | 67.9%+28.1pp |
| Annual return | -14.39% | -23.82%+9.4pp | -14.98%+0.6pp | -7.84%-6.5pp |
| Employer contribution / active EE | $14,867 | $2,692+452.3% | $4,232+251.3% | $2,596+472.6% |
| Participant deferral / active EE | $12,165 | $4,148+193.3% | $5,601+117.2% | $4,028+202.1% |
| Admin fee / account holder | $33,357 | $6,583+406.7% | $10,326+223.1% | $5,403+517.3% |