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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 | $775,087 | $73,863+949.4% | $143,797+439.0% | $68,490+1031.7% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | -12.68% | 0.91%-13.6pp | -0.04%-12.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $31,466 | $3,185+888.0% | $4,952+535.4% | $2,597+1111.8% |
| Participant deferral / active EE | $19,060 | $3,385+463.1% | $5,638+238.0% | $4,028+373.2% |
| Admin fee / account holder | $191,384 | $5,756+3225.0% | $14,679+1203.8% | $5,403+3442.2% |