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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 | $398,643 | $56,339+607.6% | $104,299+282.2% | $68,490+482.0% |
| Participation rate | 96.7% | 63.3%+33.5pp | 73.3%+23.4pp | 67.9%+28.8pp |
| Annual return | 70.22% | -9.19%+79.4pp | 24.62%+45.6pp | -7.85%+78.1pp |
| Employer contribution / active EE | $1,286 | $1,960-34.4% | $3,373-61.9% | $2,597-50.5% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $941 | $4,902-80.8% | $7,339-87.2% | $5,403-82.6% |