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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 | $427,629 | $73,863+478.9% | $143,797+197.4% | $68,490+524.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.55% | 0.91%-16.5pp | -0.04%-15.5pp | -7.85%-7.7pp |
| Employer contribution / active EE | $16,627 | $3,185+422.1% | $4,952+235.7% | $2,597+540.3% |
| Participant deferral / active EE | $12,795 | $3,385+278.0% | $5,638+126.9% | $4,028+217.7% |
| Admin fee / account holder | $2,379 | $5,756-58.7% | $14,679-83.8% | $5,403-56.0% |