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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 | $284,564 | $167,353+70.0% | $143,797+97.9% | $134,545+111.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.48% | 0.48%-10.0pp | -0.04%-9.4pp | 418.37%-427.8pp |
| Employer contribution / active EE | $3,870 | $5,620-31.1% | $4,952-21.9% | $4,742-18.4% |
| Participant deferral / active EE | $9,000 | $6,447+39.6% | $5,638+59.6% | $6,401+40.6% |
| Admin fee / account holder | $9,333 | $18,096-48.4% | $14,679-36.4% | $11,431-18.3% |