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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 | $470,582 | $142,409+230.4% | $119,634+293.4% | $134,545+249.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.70% | -12.46%+14.2pp | -14.98%+16.7pp | 418.37%-416.7pp |
| Employer contribution / active EE | $2,126 | $5,224-59.3% | $4,232-49.8% | $4,742-55.2% |
| Participant deferral / active EE | $6,965 | $6,468+7.7% | $5,601+24.4% | $6,401+8.8% |
| Admin fee / account holder | $8,498 | $13,594-37.5% | $10,329-17.7% | $11,431-25.7% |