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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 | $351,530 | $73,863+375.9% | $143,797+144.5% | $68,490+413.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.91% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $23,135 | $3,185+626.4% | $4,952+367.1% | $2,597+790.9% |
| Participant deferral / active EE | $11,107 | $3,385+228.2% | $5,638+97.0% | $4,028+175.8% |
| Admin fee / account holder | $35,370 | $5,756+514.5% | $14,679+141.0% | $5,403+554.7% |