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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 | $259,527 | $73,863+251.4% | $143,797+80.5% | $68,490+278.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.94% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $6,848 | $3,185+115.0% | $4,952+38.3% | $2,597+163.7% |
| Participant deferral / active EE | $5,735 | $3,385+69.4% | $5,638+1.7% | $4,028+42.4% |
| Admin fee / account holder | $22,240 | $5,756+286.4% | $14,679+51.5% | $5,403+311.6% |