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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 | $461,036 | $81,870+463.1% | $119,634+285.4% | $68,490+573.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 33.60% | -23.82%+57.4pp | -14.98%+48.6pp | -7.85%+41.5pp |
| Employer contribution / active EE | $1,831 | $2,692-32.0% | $4,232-56.7% | $2,597-29.5% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $608 | $6,583-90.8% | $10,329-94.1% | $5,403-88.7% |