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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 | $298,571 | $64,706+361.4% | $112,244+166.0% | $68,498+335.9% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 5.06% | -11.40%+16.5pp | 27.46%-22.4pp | -7.84%+12.9pp |
| Employer contribution / active EE | $8,929 | $2,746+225.1% | $3,635+145.6% | $2,596+243.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,248 | $5,231-37.9% | $6,411-49.3% | $5,403-39.9% |