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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 | $257,197 | $42,909+499.4% | $60,906+322.3% | $68,486+275.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.76% | -13.99%+0.2pp | 16.94%-30.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $12,291 | $1,979+521.2% | $2,703+354.7% | $2,597+373.4% |
| Participant deferral / active EE | $11,433 | $2,866+298.9% | $3,814+199.8% | $4,028+183.9% |
| Admin fee / account holder | $20,032 | $3,104+545.4% | $3,227+520.8% | $5,404+270.7% |