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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 | $292,726 | $77,817+276.2% | $123,553+136.9% | $64,173+356.2% |
| Participation rate | 93.1% | 74.7%+18.4pp | 82.3%+10.8pp | 69.6%+23.5pp |
| Annual return | -3.06% | 12.49%-15.5pp | 119.21%-122.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $14,772 | $5,240+181.9% | $6,426+129.9% | $3,470+325.7% |
| Admin fee / account holder | $18,019 | $5,519+226.5% | $9,284+94.1% | $4,887+268.7% |