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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 | $333,454 | $110,083+202.9% | $151,639+119.9% | $68,486+386.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | 1.78% | -10.12%+11.9pp | 3.34%-1.6pp | -7.85%+9.6pp |
| Employer contribution / active EE | $4,997 | $4,470+11.8% | $6,165-19.0% | $2,597+92.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,375 | $7,718-69.2% | $11,613-79.6% | $5,404-56.1% |