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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 | $462,523 | $110,083+320.2% | $151,639+205.0% | $68,486+575.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -10.87% | -10.12%-0.7pp | 3.34%-14.2pp | -7.85%-3.0pp |
| Employer contribution / active EE | $17,993 | $4,470+302.5% | $6,165+191.9% | $2,597+592.9% |
| Participant deferral / active EE | $16,059 | $6,526+146.1% | $8,363+92.0% | $4,028+298.7% |
| Admin fee / account holder | $82,384 | $7,718+967.5% | $11,613+609.4% | $5,404+1424.6% |