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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 | $674,423 | $73,863+813.1% | $143,797+369.0% | $68,490+884.7% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -19.00% | 0.91%-19.9pp | -0.04%-19.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $42,323 | $3,185+1228.9% | $4,952+754.6% | $2,597+1529.9% |
| Participant deferral / active EE | $24,185 | $3,385+614.5% | $5,638+328.9% | $4,028+500.5% |
| Admin fee / account holder | $45,889 | $5,756+697.2% | $14,679+212.6% | $5,403+749.3% |