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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 | $293,575 | $81,870+258.6% | $119,608+145.4% | $68,495+328.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -14.98% | -23.82%+8.8pp | -14.98%0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $9,368 | $2,692+248.0% | $4,232+121.3% | $2,596+260.8% |
| Participant deferral / active EE | $9,035 | $4,148+117.8% | $5,601+61.3% | $4,028+124.3% |
| Admin fee / account holder | $20,838 | $6,583+216.5% | $10,326+101.8% | $5,403+285.7% |