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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 | $287,496 | $73,863+289.2% | $143,797+99.9% | $68,490+319.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.27% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $10,074 | $3,185+216.3% | $4,952+103.4% | $2,597+288.0% |
| Participant deferral / active EE | $7,290 | $3,385+115.4% | $5,638+29.3% | $4,028+81.0% |
| Admin fee / account holder | $5,903 | $5,756+2.5% | $14,679-59.8% | $5,403+9.2% |