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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 | $1,827,691 | $71,873+2442.9% | $86,698+2008.1% | $68,490+2568.5% |
| Participation rate | 97.7% | 72.2%+25.4pp | 76.6%+21.1pp | 67.9%+29.8pp |
| Annual return | -6.93% | 3.54%-10.5pp | 35.96%-42.9pp | -7.85%+0.9pp |
| Employer contribution / active EE | $35,063 | $2,173+1513.3% | $2,837+1136.0% | $2,597+1250.3% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $63,228 | $6,110+934.8% | $7,492+744.0% | $5,403+1070.3% |