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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 | $257,448 | $73,863+248.5% | $143,797+79.0% | $68,490+275.9% |
| Participation rate | 93.9% | 66.7%+27.2pp | 80.3%+13.6pp | 67.9%+26.0pp |
| Annual return | -17.46% | 0.91%-18.4pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $7,330 | $3,185+130.2% | $4,952+48.0% | $2,597+182.3% |
| Participant deferral / active EE | $13,961 | $3,385+312.5% | $5,638+147.6% | $4,028+246.6% |
| Admin fee / account holder | $31,471 | $5,756+446.8% | $14,679+114.4% | $5,403+482.5% |