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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 | $260,258 | $64,716+302.2% | $112,258+131.8% | $68,495+280.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.89% | -11.40%-0.5pp | 27.47%-39.4pp | -7.84%-4.0pp |
| Employer contribution / active EE | $18,519 | $2,746+574.3% | $3,636+409.4% | $2,596+613.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $8,378 | $5,232+60.1% | $6,411+30.7% | $5,403+55.0% |