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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 | $568,001 | $49,280+1052.6% | $67,313+743.8% | $64,173+785.1% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.75% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $25,824 | $1,668+1447.8% | $2,566+906.6% | $2,381+984.7% |
| Participant deferral / active EE | $9,983 | $2,484+301.9% | $3,568+179.8% | $3,470+187.7% |
| Admin fee / account holder | $6,941 | $3,863+79.7% | $4,507+54.0% | $4,887+42.0% |