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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 | $560,311 | $46,697+1099.9% | $117,533+376.7% | $68,486+718.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.27% | -14.52%-2.8pp | 29.77%-47.0pp | -7.85%-9.4pp |
| Employer contribution / active EE | $38,917 | $1,506+2484.9% | $4,179+831.2% | $2,597+1398.8% |
| Participant deferral / active EE | $10,193 | $2,637+286.5% | $4,072+150.3% | $4,028+153.1% |
| Admin fee / account holder | $63,698 | $4,023+1483.5% | $5,647+1028.0% | $5,404+1078.8% |