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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 | $266,809 | $71,873+271.2% | $86,698+207.7% | $68,490+289.6% |
| Participation rate | 95.3% | 72.2%+23.1pp | 76.6%+18.8pp | 67.9%+27.5pp |
| Annual return | -14.78% | 3.54%-18.3pp | 35.96%-50.7pp | -7.85%-6.9pp |
| Employer contribution / active EE | $19,361 | $2,173+790.8% | $2,837+582.5% | $2,597+645.6% |
| Participant deferral / active EE | $2,992 | $3,779-20.8% | $4,656-35.8% | $4,028-25.7% |
| Admin fee / account holder | $66,645 | $6,110+990.7% | $7,492+789.6% | $5,403+1133.5% |