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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 | $618,463 | $49,280+1155.0% | $67,313+818.8% | $64,173+863.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -7.89% | -1.39%-6.5pp | -4.08%-3.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $10,154 | $1,668+508.6% | $2,566+295.8% | $2,381+326.5% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $31,095 | $3,863+705.0% | $4,507+590.0% | $4,887+536.2% |