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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 | $374,181 | $73,863+406.6% | $143,797+160.2% | $68,490+446.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.70% | 0.91%-15.6pp | -0.04%-14.7pp | -7.85%-6.8pp |
| Employer contribution / active EE | $36,219 | $3,185+1037.2% | $4,952+631.3% | $2,597+1294.8% |
| Participant deferral / active EE | $20,545 | $3,385+507.0% | $5,638+264.4% | $4,028+410.1% |
| Admin fee / account holder | $39,645 | $5,756+588.8% | $14,679+170.1% | $5,403+633.8% |