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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 | $595,993 | $69,541+757.0% | $59,899+895.0% | $135,380+340.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.20% | 7.95%-16.1pp | 3.46%-11.7pp | 519.81%-528.0pp |
| Employer contribution / active EE | $4,750 | $3,236+46.8% | $2,723+74.5% | $4,779-0.6% |
| Participant deferral / active EE | $13,480 | $4,206+220.5% | $3,402+296.2% | $5,609+140.3% |
| Admin fee / account holder | $33,806 | $5,737+489.2% | $3,592+841.1% | $10,828+212.2% |