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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 | $409,142 | $81,870+399.7% | $119,622+242.0% | $68,486+497.4% |
| Participation rate | 96.9% | 71.9%+25.0pp | 79.3%+17.6pp | 67.9%+29.0pp |
| Annual return | 40.93% | -23.82%+64.8pp | -14.98%+55.9pp | -7.85%+48.8pp |
| Employer contribution / active EE | $13,945 | $2,692+418.0% | $4,232+229.5% | $2,597+437.0% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,989 | $6,583-24.2% | $10,328-51.7% | $5,404-7.7% |