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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 | $542,613 | $73,863+634.6% | $143,797+277.3% | $68,490+692.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -8.76% | 0.91%-9.7pp | -0.04%-8.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $6,831 | $3,185+114.5% | $4,952+37.9% | $2,597+163.1% |
| Participant deferral / active EE | $5,596 | $3,385+65.3% | $5,638-0.8% | $4,028+38.9% |
| Admin fee / account holder | $27,689 | $5,756+381.1% | $14,679+88.6% | $5,403+412.5% |