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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 | $263,604 | $56,339+367.9% | $104,299+152.7% | $68,490+284.9% |
| Participation rate | 95.6% | 63.3%+32.3pp | 73.3%+22.3pp | 67.9%+27.7pp |
| Annual return | -17.17% | -9.19%-8.0pp | 24.62%-41.8pp | -7.85%-9.3pp |
| Employer contribution / active EE | $17,788 | $1,960+807.5% | $3,373+427.4% | $2,597+585.0% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,305 | $4,902+8.2% | $7,339-27.7% | $5,403-1.8% |