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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 | $264,386 | $158,852+66.4% | $121,220+118.1% | $135,380+95.3% |
| Participation rate | 92.9% | 79.3%+13.5pp | 71.8%+21.1pp | 82.6%+10.2pp |
| Annual return | -2.39% | -0.64%-1.7pp | 16.94%-19.3pp | 519.81%-522.2pp |
| Employer contribution / active EE | $19,650 | $5,666+246.8% | $4,023+388.5% | $4,779+311.2% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $3,345-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,063 | $6,515-6.9% | $5,021+20.8% | $10,828-44.0% |