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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 | $411,242 | $73,863+456.8% | $143,797+186.0% | $68,490+500.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.63% | 0.91%-15.5pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $9,253 | $3,185+190.5% | $4,952+86.8% | $2,597+256.3% |
| Participant deferral / active EE | $5,981 | $3,385+76.7% | $5,638+6.1% | $4,028+48.5% |
| Admin fee / account holder | $7,741 | $5,756+34.5% | $14,679-47.3% | $5,403+43.3% |