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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 | $293,562 | $110,083+166.7% | $151,639+93.6% | $68,486+328.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.17% | -10.12%-6.1pp | 3.34%-19.5pp | -7.85%-8.3pp |
| Employer contribution / active EE | $23,509 | $4,470+425.9% | $6,165+281.3% | $2,597+805.4% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,504 | $7,718-41.6% | $11,613-61.2% | $5,404-16.6% |