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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 | $640,799 | $75,959+743.6% | $154,114+315.8% | $64,181+898.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.75% | 30.32%-36.1pp | 735.16%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $26,603 | $3,350+694.2% | $5,298+402.2% | $2,381+1017.4% |
| Participant deferral / active EE | $18,226 | $3,175+474.1% | $5,081+258.7% | $3,470+425.3% |
| Admin fee / account holder | $47,428 | $5,589+748.7% | $13,411+253.7% | $4,887+870.5% |