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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 | $598,244 | $73,863+709.9% | $143,797+316.0% | $68,490+773.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.12% | 0.91%-17.0pp | -0.04%-16.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $26,374 | $3,185+728.1% | $4,952+432.6% | $2,597+915.7% |
| Participant deferral / active EE | $23,433 | $3,385+592.3% | $5,638+315.6% | $4,028+481.8% |
| Admin fee / account holder | $312,778 | $5,756+5334.0% | $14,679+2030.8% | $5,403+5689.1% |