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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 | $360,956 | $73,848+388.8% | $143,799+151.0% | $68,486+427.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.44% | 0.91%-18.3pp | -0.04%-17.4pp | -7.85%-9.6pp |
| Employer contribution / active EE | $31,273 | $3,184+882.1% | $4,952+531.5% | $2,597+1104.4% |
| Participant deferral / active EE | $17,079 | $3,385+404.6% | $5,638+202.9% | $4,028+324.0% |
| Admin fee / account holder | $4,412 | $5,755-23.3% | $14,677-69.9% | $5,404-18.3% |