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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 | $335,135 | $73,863+353.7% | $143,797+133.1% | $68,490+389.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.04% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $13,179 | $3,185+313.8% | $4,952+166.1% | $2,597+407.5% |
| Participant deferral / active EE | $10,930 | $3,385+222.9% | $5,638+93.8% | $4,028+171.4% |
| Admin fee / account holder | $84,035 | $5,756+1360.0% | $14,679+472.5% | $5,403+1455.4% |