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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 | $283,001 | $110,083+157.1% | $151,639+86.6% | $68,486+313.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.47% | -10.12%-5.3pp | 3.34%-18.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $6,268 | $4,470+40.2% | $6,165+1.7% | $2,597+141.4% |
| Participant deferral / active EE | $3,210 | $6,526-50.8% | $8,363-61.6% | $4,028-20.3% |
| Admin fee / account holder | $924 | $7,718-88.0% | $11,613-92.0% | $5,404-82.9% |