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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 | $259,209 | $71,878+260.6% | $86,698+199.0% | $68,486+278.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -15.32% | 3.53%-18.9pp | 35.95%-51.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $12,246 | $2,173+463.5% | $2,837+331.7% | $2,597+371.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,785 | $6,113+190.9% | $7,493+137.4% | $5,404+229.1% |