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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 | $611,637 | $73,863+728.1% | $143,797+325.3% | $68,490+793.0% |
| Participation rate | 86.7% | 66.7%+20.0pp | 80.3%+6.3pp | 67.9%+18.8pp |
| Annual return | -14.38% | 0.91%-15.3pp | -0.04%-14.3pp | -7.85%-6.5pp |
| Employer contribution / active EE | $35,077 | $3,185+1001.4% | $4,952+608.3% | $2,597+1250.8% |
| Participant deferral / active EE | $6,830 | $3,385+101.8% | $5,638+21.1% | $4,028+69.6% |
| Admin fee / account holder | $44,634 | $5,756+675.4% | $14,679+204.1% | $5,403+726.1% |