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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 | $257,654 | $62,586+311.7% | $76,766+235.6% | $64,181+301.4% |
| Participation rate | 76.7% | 72.8%+3.9pp | 77.0%-0.3pp | 69.6%+7.1pp |
| Annual return | -6.50% | -1.95%-4.6pp | 2.43%-8.9pp | 7.63%-14.1pp |
| Employer contribution / active EE | $19,167 | $1,832+946.2% | $2,485+671.3% | $2,381+705.1% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,851-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,077 | $4,667+8.8% | $6,675-23.9% | $4,887+3.9% |