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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 | $258,836 | $81,870+216.2% | $119,634+116.4% | $68,490+277.9% |
| Participation rate | 98.0% | 71.9%+26.1pp | 79.3%+18.8pp | 67.9%+30.1pp |
| Annual return | 122.72% | -23.82%+146.5pp | -14.98%+137.7pp | -7.85%+130.6pp |
| Employer contribution / active EE | $1,958 | $2,692-27.2% | $4,232-53.7% | $2,597-24.6% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $356 | $6,583-94.6% | $10,329-96.6% | $5,403-93.4% |