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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 | $831,427 | $92,219+801.6% | $76,767+983.1% | $135,380+514.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.67% | 5.46%-11.1pp | 2.43%-8.1pp | 519.81%-525.5pp |
| Employer contribution / active EE | $20,876 | $3,216+549.2% | $2,485+740.0% | $4,779+336.8% |
| Participant deferral / active EE | $8,167 | $4,508+81.1% | $3,852+112.0% | $5,609+45.6% |
| Admin fee / account holder | $3,804 | $10,749-64.6% | $6,675-43.0% | $10,828-64.9% |