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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 | $253,136 | $73,863+242.7% | $143,797+76.0% | $68,490+269.6% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -0.64% | 0.91%-1.6pp | -0.04%-0.6pp | -7.85%+7.2pp |
| Employer contribution / active EE | $13,236 | $3,185+315.6% | $4,952+167.3% | $2,597+409.7% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $100,200 | $5,756+1640.8% | $14,679+582.6% | $5,403+1754.6% |