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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 | $321,503 | $131,835+143.9% | $108,582+196.1% | $273,972+17.3% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.6%+13.3pp | 83.0%+9.8pp |
| Annual return | 2.19% | -91.57%+93.8pp | -51.70%+53.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $12,061 | $4,913+145.5% | $3,758+220.9% | $4,869+147.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,797 | $10,253-33.7% | $7,645-11.1% | $10,133-32.9% |