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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 | $340,674 | $110,083+209.5% | $151,639+124.7% | $68,486+397.4% |
| Participation rate | 94.3% | 84.0%+10.3pp | 87.5%+6.8pp | 67.9%+26.4pp |
| Annual return | -8.39% | -10.12%+1.7pp | 3.34%-11.7pp | -7.85%-0.5pp |
| Employer contribution / active EE | $19,844 | $4,470+343.9% | $6,165+221.9% | $2,597+664.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,677 | $7,718-39.4% | $11,613-59.7% | $5,404-13.4% |