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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 | $275,336 | $73,019+277.1% | $90,766+203.3% | $68,490+302.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -12.28% | -13.81%+1.5pp | -12.16%-0.1pp | -7.85%-4.4pp |
| Employer contribution / active EE | $8,379 | $2,193+282.2% | $2,922+186.8% | $2,597+222.7% |
| Participant deferral / active EE | $11,295 | $3,626+211.5% | $4,565+147.4% | $4,028+180.4% |
| Admin fee / account holder | $31,755 | $5,897+438.5% | $8,446+276.0% | $5,403+487.7% |