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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 | $866,471 | $73,848+1073.3% | $143,799+502.6% | $68,486+1165.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.96% | 0.91%-17.9pp | -0.04%-16.9pp | -7.85%-9.1pp |
| Employer contribution / active EE | $26,287 | $3,184+725.5% | $4,952+430.8% | $2,597+912.3% |
| Participant deferral / active EE | $14,045 | $3,385+315.0% | $5,638+149.1% | $4,028+248.7% |
| Admin fee / account holder | $66,553 | $5,755+1056.4% | $14,677+353.4% | $5,404+1131.6% |