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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 | $455,416 | $167,533+171.8% | $151,645+200.3% | $134,545+238.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -8.79% | 7.81%-16.6pp | 3.34%-12.1pp | 418.37%-427.2pp |
| Employer contribution / active EE | $2,034 | $6,828-70.2% | $6,165-67.0% | $4,742-57.1% |
| Participant deferral / active EE | $4,899 | $8,985-45.5% | $8,363-41.4% | $6,401-23.5% |
| Admin fee / account holder | $23,638 | $13,781+71.5% | $11,614+103.5% | $11,431+106.8% |