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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 | $620,760 | $77,817+697.7% | $123,553+402.4% | $64,173+867.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.81% | 12.49%-17.3pp | 119.21%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $19,910 | $3,014+560.6% | $4,628+330.2% | $2,381+736.3% |
| Participant deferral / active EE | $16,315 | $5,240+211.3% | $6,426+153.9% | $3,470+370.2% |
| Admin fee / account holder | $36,551 | $5,519+562.3% | $9,284+293.7% | $4,887+647.9% |