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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 | $760,480 | $73,839+929.9% | $143,788+428.9% | $68,495+1010.3% |
| Participation rate | 93.0% | 66.7%+26.3pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -14.08% | 1.01%-15.1pp | -0.03%-14.1pp | -7.84%-6.2pp |
| Employer contribution / active EE | $31,176 | $3,184+879.1% | $4,952+529.6% | $2,596+1100.7% |
| Participant deferral / active EE | $977 | $3,384-71.1% | $5,638-82.7% | $4,028-75.7% |
| Admin fee / account holder | $83,196 | $5,755+1345.7% | $14,675+466.9% | $5,403+1439.7% |