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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 | $262,983 | $59,813+339.7% | $79,580+230.5% | $68,486+284.0% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.5%+27.1pp | 67.9%+28.7pp |
| Annual return | 2.96% | -12.30%+15.3pp | 0.15%+2.8pp | -7.85%+10.8pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,598 | $4,835+36.5% | $6,835-3.5% | $5,404+22.1% |