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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 | $255,150 | $64,719+294.2% | $112,249+127.3% | $68,486+272.6% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -11.90% | -11.40%-0.5pp | 27.48%-39.4pp | -7.85%-4.0pp |
| Employer contribution / active EE | $13,539 | $2,747+392.9% | $3,636+272.4% | $2,597+421.4% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,568 | $5,232-70.0% | $6,412-75.5% | $5,404-71.0% |