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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 | $333,482 | $73,863+351.5% | $143,797+131.9% | $68,490+386.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.88% | 0.91%-18.8pp | -0.04%-17.8pp | -7.85%-10.0pp |
| Employer contribution / active EE | $25,872 | $3,185+712.4% | $4,952+422.4% | $2,597+896.3% |
| Participant deferral / active EE | $15,523 | $3,385+358.6% | $5,638+175.3% | $4,028+285.4% |
| Admin fee / account holder | $3,031 | $5,756-47.3% | $14,679-79.4% | $5,403-43.9% |