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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 | $270,709 | $85,790+215.5% | $67,313+302.2% | $135,380+100.0% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -4.38% | -0.54%-3.8pp | -4.08%-0.3pp | 519.81%-524.2pp |
| Employer contribution / active EE | $7,019 | $3,487+101.3% | $2,566+173.6% | $4,779+46.9% |
| Participant deferral / active EE | $14,275 | $4,651+206.9% | $3,568+300.1% | $5,609+154.5% |
| Admin fee / account holder | $50,211 | $6,392+685.5% | $4,507+1014.1% | $10,828+363.7% |