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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 | $257,331 | $54,162+375.1% | $68,612+275.1% | $64,173+301.0% |
| Participation rate | 79.5% | 68.1%+11.5pp | 72.2%+7.3pp | 69.6%+10.0pp |
| Annual return | -7.25% | -1.62%-5.6pp | -4.63%-2.6pp | 7.63%-14.9pp |
| Employer contribution / active EE | $12,869 | $1,846+597.1% | $2,625+390.2% | $2,381+440.5% |
| Participant deferral / active EE | $0 | $2,626-100.0% | $3,311-100.0% | $3,470-100.0% |
| Admin fee / account holder | $11,189 | $4,029+177.7% | $5,131+118.1% | $4,887+128.9% |