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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 | $315,731 | $73,863+327.5% | $143,797+119.6% | $68,490+361.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.96% | 0.91%-14.9pp | -0.04%-13.9pp | -7.85%-6.1pp |
| Employer contribution / active EE | $24,533 | $3,185+670.3% | $4,952+395.4% | $2,597+844.8% |
| Participant deferral / active EE | $14,256 | $3,385+321.2% | $5,638+152.8% | $4,028+253.9% |
| Admin fee / account holder | $50,309 | $5,756+774.0% | $14,679+242.7% | $5,403+831.1% |