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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 | $383,176 | $73,848+418.9% | $143,799+166.5% | $68,486+459.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.64% | 0.91%-15.6pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $6,974 | $3,184+119.0% | $4,952+40.8% | $2,597+168.6% |
| Participant deferral / active EE | $13,179 | $3,385+289.4% | $5,638+133.7% | $4,028+227.2% |
| Admin fee / account holder | $53,910 | $5,755+836.7% | $14,677+267.3% | $5,404+897.6% |