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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 | $791,641 | $73,863+971.8% | $143,797+450.5% | $68,490+1055.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.25% | 0.91%-16.2pp | -0.04%-15.2pp | -7.85%-7.4pp |
| Employer contribution / active EE | $36,854 | $3,185+1057.2% | $4,952+644.2% | $2,597+1319.2% |
| Participant deferral / active EE | $20,657 | $3,385+510.3% | $5,638+266.4% | $4,028+412.9% |
| Admin fee / account holder | $114,497 | $5,756+1889.2% | $14,679+680.0% | $5,403+2019.2% |