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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 | $542,382 | $73,863+634.3% | $143,797+277.2% | $68,490+691.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.12% | 0.91%-13.0pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $25,174 | $3,185+690.4% | $4,952+408.3% | $2,597+869.5% |
| Participant deferral / active EE | $17,243 | $3,385+409.4% | $5,638+205.8% | $4,028+328.1% |
| Admin fee / account holder | $102,763 | $5,756+1685.3% | $14,679+600.1% | $5,403+1802.0% |