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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 | $386,378 | $76,912+402.4% | $129,118+199.2% | $68,486+464.2% |
| Participation rate | 97.5% | 69.1%+28.4pp | 77.2%+20.3pp | 67.9%+29.6pp |
| Annual return | -13.94% | -9.78%-4.2pp | -10.94%-3.0pp | -7.85%-6.1pp |
| Employer contribution / active EE | $31,222 | $3,243+862.8% | $5,051+518.1% | $2,597+1102.4% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,539-100.0% | $4,028-100.0% |
| Admin fee / account holder | $11,895 | $6,638+79.2% | $14,305-16.8% | $5,404+120.1% |