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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 | $255,524 | $99,032+158.0% | $80,022+219.3% | $135,380+88.7% |
| Participation rate | 85.7% | 78.4%+7.4pp | 75.8%+9.9pp | 82.6%+3.1pp |
| Annual return | -2.61% | 15.39%-18.0pp | 11.22%-13.8pp | 519.81%-522.4pp |
| Employer contribution / active EE | $2,705 | $3,043-11.1% | $2,468+9.6% | $4,779-43.4% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $12,113 | $10,436+16.1% | $6,521+85.8% | $10,828+11.9% |