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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 | $444,411 | $73,863+501.7% | $143,797+209.1% | $68,490+548.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.71% | 0.91%-17.6pp | -0.04%-16.7pp | -7.85%-8.9pp |
| Employer contribution / active EE | $19,260 | $3,185+504.8% | $4,952+288.9% | $2,597+641.7% |
| Participant deferral / active EE | $13,420 | $3,385+296.5% | $5,638+138.0% | $4,028+233.2% |
| Admin fee / account holder | $46,182 | $5,756+702.3% | $14,679+214.6% | $5,403+754.8% |