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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 | $1,358,077 | $73,863+1738.6% | $143,797+844.4% | $68,490+1882.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.06% | 0.91%-10.0pp | -0.04%-9.0pp | -7.85%-1.2pp |
| Employer contribution / active EE | $31,395 | $3,185+885.8% | $4,952+533.9% | $2,597+1109.0% |
| Participant deferral / active EE | $22,350 | $3,385+560.3% | $5,638+296.4% | $4,028+454.9% |
| Admin fee / account holder | $2,314 | $5,756-59.8% | $14,679-84.2% | $5,403-57.2% |