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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 | $410,421 | $81,870+401.3% | $119,634+243.1% | $68,490+499.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 14.99% | -23.82%+38.8pp | -14.98%+30.0pp | -7.85%+22.8pp |
| Employer contribution / active EE | $840 | $2,692-68.8% | $4,232-80.2% | $2,597-67.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,501 | $6,583-77.2% | $10,329-85.5% | $5,403-72.2% |