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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 | $259,545 | $73,863+251.4% | $143,797+80.5% | $68,490+279.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.84% | 0.91%-14.8pp | -0.04%-13.8pp | -7.85%-6.0pp |
| Employer contribution / active EE | $6,074 | $3,185+90.7% | $4,952+22.6% | $2,597+133.9% |
| Participant deferral / active EE | $8,855 | $3,385+161.6% | $5,638+57.0% | $4,028+119.8% |
| Admin fee / account holder | $85,772 | $5,756+1390.1% | $14,679+484.3% | $5,403+1487.5% |