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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 | $305,167 | $64,729+371.5% | $112,263+171.8% | $68,490+345.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.41% | -11.40%+2.0pp | 27.49%-36.9pp | -7.85%-1.6pp |
| Employer contribution / active EE | $16,798 | $2,746+511.7% | $3,636+362.0% | $2,597+546.9% |
| Participant deferral / active EE | $6,036 | $3,566+69.3% | $4,729+27.6% | $4,028+49.9% |
| Admin fee / account holder | $22,263 | $5,222+326.4% | $6,410+247.3% | $5,403+312.1% |