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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 | $364,271 | $73,863+393.2% | $143,797+153.3% | $68,490+431.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.63% | 0.91%-16.5pp | -0.04%-15.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $11,476 | $3,185+260.3% | $4,952+131.7% | $2,597+341.9% |
| Participant deferral / active EE | $6,581 | $3,385+94.4% | $5,638+16.7% | $4,028+63.4% |
| Admin fee / account holder | $15,840 | $5,756+175.2% | $14,679+7.9% | $5,403+193.2% |