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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 | $310,019 | $64,729+379.0% | $112,263+176.2% | $68,490+352.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.27% | -11.40%-6.9pp | 27.49%-45.8pp | -7.85%-10.4pp |
| Employer contribution / active EE | $5,913 | $2,746+115.3% | $3,636+62.6% | $2,597+127.7% |
| Participant deferral / active EE | $10,862 | $3,566+204.6% | $4,729+129.7% | $4,028+169.7% |
| Admin fee / account holder | $766 | $5,222-85.3% | $6,410-88.1% | $5,403-85.8% |