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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 | $724,613 | $73,848+881.2% | $143,799+403.9% | $68,486+958.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.76% | 0.91%-18.7pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $17,972 | $3,184+464.4% | $4,952+262.9% | $2,597+592.1% |
| Participant deferral / active EE | $13,817 | $3,385+308.2% | $5,638+145.1% | $4,028+243.1% |
| Admin fee / account holder | $2,951 | $5,755-48.7% | $14,677-79.9% | $5,404-45.4% |