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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 | $335,907 | $90,448+271.4% | $93,786+258.2% | $134,545+149.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | 6.27% | -15.71%+22.0pp | -11.32%+17.6pp | 418.37%-412.1pp |
| Employer contribution / active EE | $3,014 | $4,349-30.7% | $4,328-30.4% | $4,742-36.4% |
| Participant deferral / active EE | $5,194 | $5,983-13.2% | $6,100-14.8% | $6,401-18.9% |
| Admin fee / account holder | $10,700 | $9,232+15.9% | $7,184+48.9% | $11,431-6.4% |