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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 | $450,532 | $71,873+526.8% | $86,698+419.7% | $68,490+557.8% |
| Participation rate | 96.2% | 72.2%+24.0pp | 76.6%+19.6pp | 67.9%+28.3pp |
| Annual return | -2.56% | 3.54%-6.1pp | 35.96%-38.5pp | -7.85%+5.3pp |
| Employer contribution / active EE | $18,868 | $2,173+768.2% | $2,837+565.1% | $2,597+626.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $63,970 | $6,110+946.9% | $7,492+753.8% | $5,403+1084.0% |