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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 | $282,793 | $73,019+287.3% | $90,766+211.6% | $68,490+312.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | 13.91% | -13.81%+27.7pp | -12.16%+26.1pp | -7.85%+21.8pp |
| Employer contribution / active EE | $8,789 | $2,193+300.8% | $2,922+200.8% | $2,597+238.5% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,443 | $5,897-58.6% | $8,446-71.1% | $5,403-54.8% |