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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 | $385,505 | $42,383+809.6% | $76,518+403.8% | $64,173+500.7% |
| Participation rate | 90.4% | 58.1%+32.3pp | 68.0%+22.4pp | 69.6%+20.9pp |
| Annual return | 25.15% | -16.54%+41.7pp | -0.27%+25.4pp | 7.63%+17.5pp |
| Employer contribution / active EE | $5,745 | $1,563+267.5% | $2,647+117.0% | $2,381+141.3% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $22,865 | $3,198+615.0% | $4,849+371.6% | $4,887+367.8% |