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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 | $975,709 | $95,193+925.0% | $76,523+1175.1% | $135,382+620.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -5.95% | 4.85%-10.8pp | -0.27%-5.7pp | 519.77%-525.7pp |
| Employer contribution / active EE | $23,546 | $3,302+613.0% | $2,647+789.5% | $4,779+392.7% |
| Participant deferral / active EE | $12,345 | $4,639+166.1% | $3,835+221.9% | $5,609+120.1% |
| Admin fee / account holder | $332,503 | $6,249+5221.3% | $4,848+6758.2% | $10,829+2970.6% |