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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 | $409,562 | $110,083+272.0% | $151,645+170.1% | $68,490+498.0% |
| Participation rate | 96.4% | 84.0%+12.5pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | -16.32% | -10.12%-6.2pp | 3.34%-19.7pp | -7.85%-8.5pp |
| Employer contribution / active EE | $34,740 | $4,470+677.2% | $6,165+463.5% | $2,597+1237.8% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $44,234 | $7,718+473.2% | $11,614+280.9% | $5,403+718.7% |