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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 | $313,350 | $64,719+384.2% | $112,249+179.2% | $68,486+357.5% |
| Participation rate | 92.9% | 67.2%+25.7pp | 75.1%+17.8pp | 67.9%+25.0pp |
| Annual return | -17.67% | -11.40%-6.3pp | 27.48%-45.1pp | -7.85%-9.8pp |
| Employer contribution / active EE | $11,396 | $2,747+314.9% | $3,636+213.4% | $2,597+338.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,724 | $5,232-9.7% | $6,412-26.3% | $5,404-12.6% |