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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 | $367,581 | $73,848+397.8% | $143,799+155.6% | $68,486+436.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.31% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $12,338 | $3,184+287.4% | $4,952+149.1% | $2,597+375.1% |
| Participant deferral / active EE | $8,250 | $3,385+143.8% | $5,638+46.3% | $4,028+104.9% |
| Admin fee / account holder | $19,374 | $5,755+236.6% | $14,677+32.0% | $5,404+258.5% |