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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 | $546,525 | $73,863+639.9% | $143,797+280.1% | $68,490+698.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.32% | 0.91%-16.2pp | -0.04%-15.3pp | -7.85%-7.5pp |
| Employer contribution / active EE | $31,460 | $3,185+887.8% | $4,952+535.3% | $2,597+1111.5% |
| Participant deferral / active EE | $19,021 | $3,385+462.0% | $5,638+237.4% | $4,028+372.2% |
| Admin fee / account holder | $14,466 | $5,756+151.3% | $14,679-1.5% | $5,403+167.7% |