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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 | $272,074 | $73,839+268.5% | $143,788+89.2% | $68,495+297.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.19% | 1.01%-18.2pp | -0.03%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $9,132 | $3,184+186.8% | $4,952+84.4% | $2,596+251.7% |
| Participant deferral / active EE | $4,506 | $3,384+33.2% | $5,638-20.1% | $4,028+11.9% |
| Admin fee / account holder | $10,238 | $5,755+77.9% | $14,675-30.2% | $5,403+89.5% |