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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 | $294,530 | $64,729+355.0% | $112,263+162.4% | $68,490+330.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.87% | -11.40%-7.5pp | 27.49%-46.4pp | -7.85%-11.0pp |
| Employer contribution / active EE | $8,929 | $2,746+225.2% | $3,636+145.6% | $2,597+243.8% |
| Participant deferral / active EE | $12,597 | $3,566+253.3% | $4,729+166.4% | $4,028+212.8% |
| Admin fee / account holder | $30,539 | $5,222+484.9% | $6,410+376.4% | $5,403+465.2% |