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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 | $673,499 | $73,863+811.8% | $143,797+368.4% | $68,490+883.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.63% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $5,172 | $3,185+62.4% | $4,952+4.4% | $2,597+99.2% |
| Participant deferral / active EE | $2,257 | $3,385-33.3% | $5,638-60.0% | $4,028-44.0% |
| Admin fee / account holder | $25,384 | $5,756+341.0% | $14,679+72.9% | $5,403+369.8% |