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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 | $281,263 | $400,898-29.8% | $400,898-29.8% | $479,618-41.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 88.0%+12.0pp | 89.3%+10.7pp |
| Annual return | -4.33% | -2.68%-1.6pp | -2.67%-1.7pp | 101.32%-105.6pp |
| Employer contribution / active EE | $24,333 | $13,566+79.4% | $13,042+86.6% | $22,484+8.2% |
| Participant deferral / active EE | $12,333 | $9,404+31.2% | $9,404+31.2% | $7,699+60.2% |
| Admin fee / account holder | $755 | $6,140-87.7% | $6,140-87.7% | $12,520-94.0% |