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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 | $301,794 | $73,863+308.6% | $143,797+109.9% | $68,490+340.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.16% | 0.91%-18.1pp | -0.04%-17.1pp | -7.85%-9.3pp |
| Employer contribution / active EE | $34,058 | $3,185+969.4% | $4,952+587.7% | $2,597+1211.6% |
| Participant deferral / active EE | $19,390 | $3,385+472.9% | $5,638+243.9% | $4,028+381.4% |
| Admin fee / account holder | $13,512 | $5,756+134.7% | $14,679-8.0% | $5,403+150.1% |