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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 | $453,829 | $64,716+601.3% | $112,258+304.3% | $68,495+562.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 43.55% | -11.40%+54.9pp | 27.47%+16.1pp | -7.84%+51.4pp |
| Employer contribution / active EE | $781 | $2,746-71.6% | $3,636-78.5% | $2,596-69.9% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,054 | $5,232+187.7% | $6,411+134.8% | $5,403+178.6% |