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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 | $978,174 | $73,848+1224.6% | $143,799+580.2% | $68,486+1328.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.97% | 0.91%-15.9pp | -0.04%-14.9pp | -7.85%-7.1pp |
| Employer contribution / active EE | $43,697 | $3,184+1272.2% | $4,952+782.4% | $2,597+1582.8% |
| Participant deferral / active EE | $11,354 | $3,385+235.5% | $5,638+101.4% | $4,028+181.9% |
| Admin fee / account holder | $113,088 | $5,755+1865.0% | $14,677+670.5% | $5,404+1992.8% |