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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 | $282,092 | $73,848+282.0% | $143,799+96.2% | $68,486+311.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.53% | 0.91%-16.4pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $9,115 | $3,184+186.2% | $4,952+84.1% | $2,597+251.0% |
| Participant deferral / active EE | $7,812 | $3,385+130.8% | $5,638+38.6% | $4,028+94.0% |
| Admin fee / account holder | $5,214 | $5,755-9.4% | $14,677-64.5% | $5,404-3.5% |