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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 | $314,346 | $73,863+325.6% | $143,797+118.6% | $68,490+359.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.69% | 0.91%-12.6pp | -0.04%-11.7pp | -7.85%-3.8pp |
| Employer contribution / active EE | $7,310 | $3,185+129.5% | $4,952+47.6% | $2,597+181.5% |
| Participant deferral / active EE | $7,323 | $3,385+116.4% | $5,638+29.9% | $4,028+81.8% |
| Admin fee / account holder | $43,646 | $5,756+658.3% | $14,679+197.3% | $5,403+707.8% |