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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 | $1,176,579 | $73,863+1492.9% | $143,797+718.2% | $68,490+1617.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.23% | 0.91%-14.1pp | -0.04%-13.2pp | -7.85%-5.4pp |
| Employer contribution / active EE | $32,322 | $3,185+914.9% | $4,952+552.7% | $2,597+1144.7% |
| Participant deferral / active EE | $22,653 | $3,385+569.3% | $5,638+301.8% | $4,028+462.4% |
| Admin fee / account holder | $74,017 | $5,756+1185.9% | $14,679+404.2% | $5,403+1269.9% |