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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 | $353,371 | $142,409+148.1% | $119,634+195.4% | $134,545+162.6% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | 5.08% | -12.46%+17.5pp | -14.98%+20.1pp | 418.37%-413.3pp |
| Employer contribution / active EE | $30,978 | $5,224+493.0% | $4,232+631.9% | $4,742+553.3% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37,337 | $13,594+174.6% | $10,329+261.5% | $11,431+226.6% |