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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 | $301,248 | $71,873+319.1% | $86,698+247.5% | $68,490+339.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -8.67% | 3.54%-12.2pp | 35.96%-44.6pp | -7.85%-0.8pp |
| Employer contribution / active EE | $46,153 | $2,173+2023.6% | $2,837+1526.9% | $2,597+1677.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,317 | $6,110+167.0% | $7,492+117.8% | $5,403+202.0% |