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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 | $287,853 | $73,863+289.7% | $143,797+100.2% | $68,490+320.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.87% | 0.91%-15.8pp | -0.04%-14.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $9,769 | $3,185+206.7% | $4,952+97.3% | $2,597+276.2% |
| Participant deferral / active EE | $6,200 | $3,385+83.2% | $5,638+10.0% | $4,028+53.9% |
| Admin fee / account holder | $13,190 | $5,756+129.2% | $14,679-10.1% | $5,403+144.1% |