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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 | $551,445 | $73,863+646.6% | $143,797+283.5% | $68,490+705.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.07% | 0.91%-14.0pp | -0.04%-13.0pp | -7.85%-5.2pp |
| Employer contribution / active EE | $15,835 | $3,185+397.2% | $4,952+219.7% | $2,597+509.8% |
| Participant deferral / active EE | $10,016 | $3,385+195.9% | $5,638+77.6% | $4,028+148.7% |
| Admin fee / account holder | $609 | $5,756-89.4% | $14,679-95.9% | $5,403-88.7% |