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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 | $328,583 | $81,870+301.3% | $119,622+174.7% | $68,486+379.8% |
| Participation rate | 97.6% | 71.9%+25.7pp | 79.3%+18.4pp | 67.9%+29.7pp |
| Annual return | -6.77% | -23.82%+17.1pp | -14.98%+8.2pp | -7.85%+1.1pp |
| Employer contribution / active EE | $14,138 | $2,692+425.2% | $4,232+234.1% | $2,597+444.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,973 | $6,583-70.0% | $10,328-80.9% | $5,404-63.5% |