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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 | $338,824 | $94,529+258.4% | $140,019+142.0% | $64,173+428.0% |
| Participation rate | 89.7% | 84.1%+5.7pp | 87.5%+2.2pp | 69.6%+20.2pp |
| Annual return | -5.92% | 7.77%-13.7pp | 651.17%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $21,128 | $3,812+454.2% | $5,605+276.9% | $2,381+787.4% |
| Participant deferral / active EE | $12,785 | $5,250+143.5% | $6,927+84.6% | $3,470+268.5% |
| Admin fee / account holder | $9,353 | $6,741+38.8% | $10,705-12.6% | $4,887+91.4% |