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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 | $364,143 | $72,388+403.0% | $111,392+226.9% | $64,181+467.4% |
| Participation rate | 86.1% | 70.5%+15.6pp | 78.9%+7.3pp | 69.6%+16.5pp |
| Annual return | -6.51% | -1.50%-5.0pp | -2.06%-4.5pp | 7.63%-14.1pp |
| Employer contribution / active EE | $10,328 | $3,000+244.3% | $4,328+138.6% | $2,381+333.8% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,567-100.0% | $3,470-100.0% |
| Admin fee / account holder | $17,545 | $5,719+206.8% | $12,266+43.0% | $4,887+259.0% |