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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 | $261,656 | $56,339+364.4% | $104,299+150.9% | $68,490+282.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -4.73% | -9.19%+4.5pp | 24.62%-29.4pp | -7.85%+3.1pp |
| Employer contribution / active EE | $3,148 | $1,960+60.6% | $3,373-6.7% | $2,597+21.2% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,626-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,830 | $4,902+243.4% | $7,339+129.3% | $5,403+211.5% |