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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 | $675,770 | $55,041+1127.8% | $45,164+1396.3% | $134,532+402.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 55.2%+44.8pp | 81.2%+18.8pp |
| Annual return | -13.54% | -19.63%+6.1pp | -20.28%+6.7pp | 418.27%-431.8pp |
| Employer contribution / active EE | $36,010 | $3,006+1097.8% | $2,321+1451.4% | $4,741+659.5% |
| Participant deferral / active EE | $24,990 | $3,822+553.9% | $3,184+684.8% | $6,401+290.4% |
| Admin fee / account holder | $7,246 | $4,029+79.9% | $3,071+136.0% | $11,429-36.6% |