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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 | $364,601 | $142,409+156.0% | $119,634+204.8% | $134,545+171.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 4.50% | -12.46%+17.0pp | -14.98%+19.5pp | 418.37%-413.9pp |
| Employer contribution / active EE | $2,983 | $5,224-42.9% | $4,232-29.5% | $4,742-37.1% |
| Participant deferral / active EE | $12,677 | $6,468+96.0% | $5,601+126.3% | $6,401+98.0% |
| Admin fee / account holder | $12,303 | $13,594-9.5% | $10,329+19.1% | $11,431+7.6% |