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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 | $408,726 | $73,848+453.5% | $143,799+184.2% | $68,486+496.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.11% | 0.91%-15.0pp | -0.04%-14.1pp | -7.85%-6.3pp |
| Employer contribution / active EE | $10,320 | $3,184+224.1% | $4,952+108.4% | $2,597+297.4% |
| Participant deferral / active EE | $6,077 | $3,385+79.6% | $5,638+7.8% | $4,028+50.9% |
| Admin fee / account holder | $7,267 | $5,755+26.3% | $14,677-50.5% | $5,404+34.5% |