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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 | $290,912 | $73,863+293.9% | $143,797+102.3% | $68,490+324.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.24% | 0.91%-15.2pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $10,076 | $3,185+216.4% | $4,952+103.5% | $2,597+288.0% |
| Participant deferral / active EE | $5,787 | $3,385+71.0% | $5,638+2.6% | $4,028+43.7% |
| Admin fee / account holder | $1,456 | $5,756-74.7% | $14,679-90.1% | $5,403-73.1% |