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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 | $288,923 | $71,873+302.0% | $86,698+233.3% | $68,490+321.8% |
| Participation rate | 96.4% | 72.2%+24.1pp | 76.6%+19.8pp | 67.9%+28.5pp |
| Annual return | -12.95% | 3.54%-16.5pp | 35.96%-48.9pp | -7.85%-5.1pp |
| Employer contribution / active EE | $1,973 | $2,173-9.2% | $2,837-30.5% | $2,597-24.0% |
| Participant deferral / active EE | $2,765 | $3,779-26.8% | $4,656-40.6% | $4,028-31.3% |
| Admin fee / account holder | $13,988 | $6,110+128.9% | $7,492+86.7% | $5,403+158.9% |