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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 | $408,963 | $73,848+453.8% | $143,799+184.4% | $68,486+497.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.28% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $19,542 | $3,184+513.7% | $4,952+294.6% | $2,597+652.6% |
| Participant deferral / active EE | $14,237 | $3,385+320.6% | $5,638+152.5% | $4,028+253.5% |
| Admin fee / account holder | $129,092 | $5,755+2143.1% | $14,677+779.5% | $5,404+2288.9% |