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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 | $252,309 | $110,083+129.2% | $151,645+66.4% | $68,490+268.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -9.58% | -10.12%+0.5pp | 3.34%-12.9pp | -7.85%-1.7pp |
| Employer contribution / active EE | $8,548 | $4,470+91.2% | $6,165+38.6% | $2,597+229.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,153 | $7,718+44.5% | $11,614-4.0% | $5,403+106.4% |