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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 | $832,482 | $73,848+1027.3% | $143,799+478.9% | $68,486+1115.6% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -18.04% | 0.91%-19.0pp | -0.04%-18.0pp | -7.85%-10.2pp |
| Employer contribution / active EE | $31,625 | $3,184+893.1% | $4,952+538.6% | $2,597+1117.9% |
| Participant deferral / active EE | $20,612 | $3,385+509.0% | $5,638+265.6% | $4,028+411.8% |
| Admin fee / account holder | $173,663 | $5,755+2917.6% | $14,677+1083.2% | $5,404+3113.7% |