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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 | $527,654 | $73,863+614.4% | $143,797+266.9% | $68,490+670.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.08% | 0.91%-18.0pp | -0.04%-17.0pp | -7.85%-9.2pp |
| Employer contribution / active EE | $32,182 | $3,185+910.5% | $4,952+549.8% | $2,597+1139.4% |
| Participant deferral / active EE | $17,635 | $3,385+421.0% | $5,638+212.8% | $4,028+337.8% |
| Admin fee / account holder | $21,813 | $5,756+279.0% | $14,679+48.6% | $5,403+303.7% |