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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 | $561,914 | $81,870+586.4% | $119,622+369.7% | $68,486+720.5% |
| Participation rate | 96.6% | 71.9%+24.7pp | 79.3%+17.3pp | 67.9%+28.7pp |
| Annual return | -11.41% | -23.82%+12.4pp | -14.98%+3.6pp | -7.85%-3.6pp |
| Employer contribution / active EE | $15,082 | $2,692+460.3% | $4,232+256.4% | $2,597+480.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,063 | $6,583+98.4% | $10,328+26.5% | $5,404+141.7% |