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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 | $452,386 | $87,546+416.7% | $75,784+496.9% | $125,389+260.8% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | -0.57% | 13.49%-14.1pp | 9.68%-10.3pp | 282.24%-282.8pp |
| Employer contribution / active EE | $13,162 | $3,930+234.9% | $3,323+296.0% | $4,866+170.5% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $17,668 | $6,503+171.7% | $5,300+233.4% | $9,541+85.2% |