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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 | $301,077 | $90,590+232.4% | $90,782+231.6% | $135,379+122.4% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -7.96% | -3.40%-4.6pp | -3.42%-4.5pp | 519.79%-527.7pp |
| Employer contribution / active EE | $16,325 | $4,352+275.1% | $4,105+297.7% | $4,779+241.6% |
| Participant deferral / active EE | $12,548 | $5,407+132.1% | $5,366+133.8% | $5,609+123.7% |
| Admin fee / account holder | $5,904 | $7,683-23.1% | $5,908-0.1% | $10,828-45.5% |