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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 | $385,050 | $81,870+370.3% | $119,634+221.9% | $68,490+462.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -8.01% | -23.82%+15.8pp | -14.98%+7.0pp | -7.85%-0.2pp |
| Employer contribution / active EE | $10,220 | $2,692+279.7% | $4,232+141.5% | $2,597+293.6% |
| Participant deferral / active EE | $12,443 | $4,148+200.0% | $5,601+122.1% | $4,028+208.9% |
| Admin fee / account holder | $9,743 | $6,583+48.0% | $10,329-5.7% | $5,403+80.3% |