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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 | $531,797 | $73,863+620.0% | $143,797+269.8% | $68,490+676.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.22% | 0.91%-17.1pp | -0.04%-16.2pp | -7.85%-8.4pp |
| Employer contribution / active EE | $21,938 | $3,185+588.8% | $4,952+343.0% | $2,597+744.8% |
| Participant deferral / active EE | $19,063 | $3,385+463.2% | $5,638+238.1% | $4,028+373.3% |
| Admin fee / account holder | $1,407 | $5,756-75.6% | $14,679-90.4% | $5,403-74.0% |