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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 | $418,349 | $73,848+466.5% | $143,799+190.9% | $68,486+510.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.32% | 0.91%-17.2pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $33,435 | $3,184+950.0% | $4,952+575.2% | $2,597+1187.6% |
| Participant deferral / active EE | $14,158 | $3,385+318.3% | $5,638+151.1% | $4,028+251.5% |
| Admin fee / account holder | $13,734 | $5,755+138.6% | $14,677-6.4% | $5,404+154.1% |