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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 | $398,475 | $73,863+439.5% | $143,797+177.1% | $68,490+481.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.27% | 0.91%-15.2pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $32,749 | $3,185+928.3% | $4,952+561.3% | $2,597+1161.2% |
| Participant deferral / active EE | $19,888 | $3,385+487.6% | $5,638+252.7% | $4,028+393.8% |
| Admin fee / account holder | $13,592 | $5,756+136.1% | $14,679-7.4% | $5,403+151.6% |