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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 | $566,738 | $48,264+1074.2% | $68,790+723.9% | $68,498+727.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -16.36% | -12.70%-3.7pp | -6.38%-10.0pp | -7.84%-8.5pp |
| Employer contribution / active EE | $29,127 | $1,829+1492.7% | $2,655+997.0% | $2,596+1021.8% |
| Participant deferral / active EE | $7,964 | $2,867+177.8% | $3,941+102.1% | $4,027+97.7% |
| Admin fee / account holder | $175,593 | $4,360+3927.0% | $4,934+3459.0% | $5,403+3149.9% |