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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 | $852,655 | $81,870+941.5% | $119,622+612.8% | $68,486+1145.0% |
| Participation rate | 83.1% | 71.9%+11.2pp | 79.3%+3.8pp | 67.9%+15.2pp |
| Annual return | 10.12% | -23.82%+33.9pp | -14.98%+25.1pp | -7.85%+18.0pp |
| Employer contribution / active EE | $29,831 | $2,692+1008.2% | $4,232+604.9% | $2,597+1048.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,338 | $6,583-64.5% | $10,328-77.4% | $5,404-56.7% |