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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 | $407,161 | $110,083+269.9% | $151,645+168.5% | $68,490+494.5% |
| Participation rate | 89.6% | 84.0%+5.6pp | 87.5%+2.1pp | 67.9%+21.7pp |
| Annual return | -17.64% | -10.12%-7.5pp | 3.34%-21.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $19,844 | $4,470+343.9% | $6,165+221.9% | $2,597+664.2% |
| Participant deferral / active EE | $30,467 | $6,526+366.8% | $8,363+264.3% | $4,028+656.4% |
| Admin fee / account holder | $3,589 | $7,718-53.5% | $11,614-69.1% | $5,403-33.6% |