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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 | $299,552 | $73,839+305.7% | $143,788+108.3% | $68,495+337.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.50% | 1.01%-18.5pp | -0.03%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $19,837 | $3,184+523.0% | $4,952+300.6% | $2,596+664.0% |
| Participant deferral / active EE | $12,803 | $3,384+278.3% | $5,638+127.1% | $4,028+217.9% |
| Admin fee / account holder | $40,708 | $5,755+607.4% | $14,675+177.4% | $5,403+653.4% |