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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 | $250,453 | $73,009+243.0% | $90,756+176.0% | $68,495+265.7% |
| Participation rate | 90.0% | 70.8%+19.2pp | 75.7%+14.3pp | 67.9%+22.1pp |
| Annual return | -18.64% | -13.81%-4.8pp | -12.16%-6.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,269 | $2,193+49.1% | $2,922+11.9% | $2,596+25.9% |
| Participant deferral / active EE | $11,317 | $3,626+212.1% | $4,565+147.9% | $4,028+181.0% |
| Admin fee / account holder | $7,576 | $5,896+28.5% | $8,445-10.3% | $5,403+40.2% |