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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 | $341,225 | $73,863+362.0% | $143,797+137.3% | $68,490+398.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.04% | 0.91%-17.9pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $6,542 | $3,185+105.4% | $4,952+32.1% | $2,597+151.9% |
| Participant deferral / active EE | $5,724 | $3,385+69.1% | $5,638+1.5% | $4,028+42.1% |
| Admin fee / account holder | $1,615 | $5,756-71.9% | $14,679-89.0% | $5,403-70.1% |