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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 | $419,634 | $73,863+468.1% | $143,797+191.8% | $68,490+512.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.04% | 0.91%-15.0pp | -0.04%-14.0pp | -7.85%-6.2pp |
| Employer contribution / active EE | $22,221 | $3,185+597.7% | $4,952+348.7% | $2,597+755.7% |
| Participant deferral / active EE | $14,088 | $3,385+316.2% | $5,638+149.9% | $4,028+249.8% |
| Admin fee / account holder | $56,008 | $5,756+873.0% | $14,679+281.5% | $5,403+936.6% |