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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 | $437,663 | $73,863+492.5% | $143,797+204.4% | $68,490+539.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.09% | 0.91%-15.0pp | -0.04%-14.1pp | -7.85%-6.2pp |
| Employer contribution / active EE | $11,605 | $3,185+264.4% | $4,952+134.3% | $2,597+346.9% |
| Participant deferral / active EE | $10,282 | $3,385+203.8% | $5,638+82.4% | $4,028+155.3% |
| Admin fee / account holder | $3,386 | $5,756-41.2% | $14,679-76.9% | $5,403-37.3% |