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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 | $338,790 | $73,863+358.7% | $143,797+135.6% | $68,490+394.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.13% | 0.91%-13.0pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $5,996 | $3,185+88.3% | $4,952+21.1% | $2,597+130.9% |
| Participant deferral / active EE | $4,284 | $3,385+26.6% | $5,638-24.0% | $4,028+6.4% |
| Admin fee / account holder | $18,883 | $5,756+228.1% | $14,679+28.6% | $5,403+249.5% |