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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 | $472,096 | $131,835+258.1% | $108,582+334.8% | $273,972+72.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.50% | -91.57%+95.1pp | -51.70%+55.2pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,600 | $5,127-29.8% | $4,311-16.5% | $5,287-31.9% |
| Admin fee / account holder | $2,953 | $10,253-71.2% | $7,645-61.4% | $10,133-70.9% |