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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 | $272,516 | $71,873+279.2% | $86,698+214.3% | $68,490+297.9% |
| Participation rate | 78.4% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.5pp |
| Annual return | -13.42% | 3.54%-17.0pp | 35.96%-49.4pp | -7.85%-5.6pp |
| Employer contribution / active EE | $17,128 | $2,173+688.1% | $2,837+503.8% | $2,597+559.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $40,649 | $6,110+565.2% | $7,492+442.6% | $5,403+652.4% |