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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 | $250,668 | $64,716+287.3% | $112,258+123.3% | $68,495+266.0% |
| Participation rate | 97.0% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.1pp |
| Annual return | -14.75% | -11.40%-3.3pp | 27.47%-42.2pp | -7.84%-6.9pp |
| Employer contribution / active EE | $16,007 | $2,746+482.8% | $3,636+340.3% | $2,596+516.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $33,512 | $5,232+540.6% | $6,411+422.7% | $5,403+520.2% |