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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 | $390,980 | $375,661+4.1% | $312,151+25.3% | $382,429+2.2% |
| Participation rate | 92.9% | 91.4%+1.5pp | 89.1%+3.8pp | 87.7%+5.1pp |
| Annual return | 10.21% | 0.11%+10.1pp | 1.82%+8.4pp | 248.85%-238.6pp |
| Employer contribution / active EE | $34,571 | $9,697+256.5% | $8,031+330.5% | $8,036+330.2% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $18,309 | $64,308-71.5% | $51,799-64.7% | $30,732-40.4% |