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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 | $315,908 | $64,719+388.1% | $112,249+181.4% | $68,486+361.3% |
| Participation rate | 97.2% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.3pp |
| Annual return | -11.49% | -11.40%-0.1pp | 27.48%-39.0pp | -7.85%-3.6pp |
| Employer contribution / active EE | $15,710 | $2,747+472.0% | $3,636+332.1% | $2,597+505.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,737 | $5,232-28.6% | $6,412-41.7% | $5,404-30.8% |