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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 | $382,390 | $73,848+417.8% | $143,799+165.9% | $68,486+458.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.90% | 0.91%-12.8pp | -0.04%-11.9pp | -7.85%-4.0pp |
| Employer contribution / active EE | $20,280 | $3,184+536.8% | $4,952+309.5% | $2,597+681.0% |
| Participant deferral / active EE | $14,252 | $3,385+321.1% | $5,638+152.8% | $4,028+253.9% |
| Admin fee / account holder | $4,436 | $5,755-22.9% | $14,677-69.8% | $5,404-17.9% |