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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 | $275,346 | $73,863+272.8% | $143,797+91.5% | $68,490+302.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.33% | 0.91%-15.2pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $18,467 | $3,185+479.9% | $4,952+272.9% | $2,597+611.2% |
| Participant deferral / active EE | $7,643 | $3,385+125.8% | $5,638+35.5% | $4,028+89.7% |
| Admin fee / account holder | $46,115 | $5,756+701.2% | $14,679+214.2% | $5,403+753.5% |