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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 | $295,783 | $105,867+179.4% | $90,760+225.9% | $134,532+119.9% |
| Participation rate | 94.7% | 78.3%+16.5pp | 75.7%+19.0pp | 81.2%+13.5pp |
| Annual return | 7.57% | -10.99%+18.6pp | -12.16%+19.7pp | 418.27%-410.7pp |
| Employer contribution / active EE | $7,895 | $3,464+127.9% | $2,922+170.2% | $4,741+66.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,848 | $13,936-86.7% | $8,444-78.1% | $11,429-83.8% |