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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 | $323,500 | $64,719+399.9% | $112,249+188.2% | $68,486+372.4% |
| Participation rate | 96.7% | 67.2%+29.5pp | 75.1%+21.6pp | 67.9%+28.8pp |
| Annual return | -15.33% | -11.40%-3.9pp | 27.48%-42.8pp | -7.85%-7.5pp |
| Employer contribution / active EE | $18,823 | $2,747+585.3% | $3,636+417.7% | $2,597+624.9% |
| Participant deferral / active EE | $11,926 | $3,565+234.5% | $4,729+152.2% | $4,028+196.1% |
| Admin fee / account holder | $35,112 | $5,232+571.1% | $6,412+447.6% | $5,404+549.8% |