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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 | $668,858 | $73,839+805.8% | $143,788+365.2% | $68,495+876.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.09% | 1.01%-13.1pp | -0.03%-12.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $53,238 | $3,184+1572.0% | $4,952+975.2% | $2,596+1950.4% |
| Participant deferral / active EE | $4,314 | $3,384+27.5% | $5,638-23.5% | $4,028+7.1% |
| Admin fee / account holder | $85,260 | $5,755+1381.6% | $14,675+481.0% | $5,403+1477.9% |