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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 | $371,827 | $71,878+417.3% | $86,698+328.9% | $68,486+442.9% |
| Participation rate | 96.6% | 72.2%+24.3pp | 76.6%+20.0pp | 67.9%+28.7pp |
| Annual return | -10.79% | 3.53%-14.3pp | 35.95%-46.7pp | -7.85%-2.9pp |
| Employer contribution / active EE | $15,310 | $2,173+604.5% | $2,837+439.7% | $2,597+489.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,347 | $6,113+102.0% | $7,493+64.8% | $5,404+128.5% |