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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 | $389,164 | $73,863+426.9% | $143,797+170.6% | $68,490+468.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.10% | 0.91%-19.0pp | -0.04%-18.1pp | -7.85%-10.2pp |
| Employer contribution / active EE | $30,537 | $3,185+858.8% | $4,952+516.6% | $2,597+1076.0% |
| Participant deferral / active EE | $9,106 | $3,385+169.0% | $5,638+61.5% | $4,028+126.1% |
| Admin fee / account holder | $4,046 | $5,756-29.7% | $14,679-72.4% | $5,403-25.1% |