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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 | $272,659 | $73,848+269.2% | $143,799+89.6% | $68,486+298.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.25% | 0.91%-14.2pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $17,220 | $3,184+440.8% | $4,952+247.7% | $2,597+563.2% |
| Participant deferral / active EE | $17,170 | $3,385+407.3% | $5,638+204.5% | $4,028+326.3% |
| Admin fee / account holder | $1,380 | $5,755-76.0% | $14,677-90.6% | $5,404-74.5% |