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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 | $299,052 | $72,388+313.1% | $111,392+168.5% | $64,173+366.0% |
| Participation rate | 98.6% | 70.5%+28.1pp | 78.9%+19.8pp | 69.6%+29.0pp |
| Annual return | -5.99% | -1.50%-4.5pp | -2.06%-3.9pp | 7.63%-13.6pp |
| Employer contribution / active EE | $10,878 | $3,000+262.6% | $4,328+151.3% | $2,381+356.9% |
| Participant deferral / active EE | $9,290 | $4,241+119.0% | $5,567+66.9% | $3,470+167.7% |
| Admin fee / account holder | $26,254 | $5,719+359.0% | $12,266+114.0% | $4,887+437.2% |