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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 | $558,099 | $73,019+664.3% | $90,766+514.9% | $68,490+714.9% |
| Participation rate | 93.6% | 70.8%+22.8pp | 75.7%+17.9pp | 67.9%+25.7pp |
| Annual return | -8.85% | -13.81%+5.0pp | -12.16%+3.3pp | -7.85%-1.0pp |
| Employer contribution / active EE | $1,608 | $2,193-26.6% | $2,922-45.0% | $2,597-38.1% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $17,791 | $5,897+201.7% | $8,446+110.6% | $5,403+229.3% |