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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 | $302,586 | $73,863+309.7% | $143,797+110.4% | $68,490+341.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.28% | 0.91%-20.2pp | -0.04%-19.2pp | -7.85%-11.4pp |
| Employer contribution / active EE | $13,074 | $3,185+310.5% | $4,952+164.0% | $2,597+403.5% |
| Participant deferral / active EE | $1,904 | $3,385-43.7% | $5,638-66.2% | $4,028-52.7% |
| Admin fee / account holder | $16,333 | $5,756+183.8% | $14,679+11.3% | $5,403+202.3% |