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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 | $351,012 | $73,863+375.2% | $143,797+144.1% | $68,490+412.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.72% | 0.91%-10.6pp | -0.04%-9.7pp | -7.85%-1.9pp |
| Employer contribution / active EE | $19,836 | $3,185+522.8% | $4,952+300.5% | $2,597+663.9% |
| Participant deferral / active EE | $11,440 | $3,385+238.0% | $5,638+102.9% | $4,028+184.0% |
| Admin fee / account holder | $35,239 | $5,756+512.2% | $14,679+140.1% | $5,403+552.2% |