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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 | $380,935 | $73,863+415.7% | $143,797+164.9% | $68,490+456.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.71% | 0.91%-16.6pp | -0.04%-15.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $15,209 | $3,185+377.6% | $4,952+207.1% | $2,597+485.7% |
| Participant deferral / active EE | $9,758 | $3,385+188.3% | $5,638+73.1% | $4,028+142.3% |
| Admin fee / account holder | $22,899 | $5,756+297.8% | $14,679+56.0% | $5,403+323.8% |