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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 | $271,048 | $59,819+353.1% | $79,583+240.6% | $68,490+295.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -10.00% | -12.30%+2.3pp | 0.16%-10.2pp | -7.85%-2.1pp |
| Employer contribution / active EE | $4,752 | $1,505+215.7% | $2,414+96.9% | $2,597+83.0% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $6,904 | $4,835+42.8% | $6,835+1.0% | $5,403+27.8% |