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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 | $361,189 | $48,267+648.3% | $68,808+424.9% | $68,486+427.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -17.48% | -12.70%-4.8pp | -6.37%-11.1pp | -7.85%-9.6pp |
| Employer contribution / active EE | $1,478 | $1,829-19.2% | $2,656-44.3% | $2,597-43.1% |
| Participant deferral / active EE | $15,485 | $2,867+440.2% | $3,942+292.8% | $4,028+284.5% |
| Admin fee / account holder | $3,643 | $4,362-16.5% | $4,936-26.2% | $5,404-32.6% |