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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 | $312,939 | $113,941+174.7% | $94,229+232.1% | $125,389+149.6% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | -2.40% | 5.29%-7.7pp | 10.68%-13.1pp | 282.24%-284.6pp |
| Employer contribution / active EE | $2,500 | $4,727-47.1% | $3,587-30.3% | $4,866-48.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,984 | $8,392-52.5% | $6,269-36.4% | $9,541-58.2% |