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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 | $549,300 | $110,083+399.0% | $151,639+262.2% | $68,486+702.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.23% | -10.12%-6.1pp | 3.34%-19.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $28,870 | $4,470+545.9% | $6,165+368.3% | $2,597+1011.8% |
| Participant deferral / active EE | $19,120 | $6,526+193.0% | $8,363+128.6% | $4,028+374.7% |
| Admin fee / account holder | $33,502 | $7,718+334.1% | $11,613+188.5% | $5,404+520.0% |