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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 | $507,518 | $73,839+587.3% | $143,788+253.0% | $68,495+641.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.06% | 1.01%-14.1pp | -0.03%-13.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $34,004 | $3,184+967.9% | $4,952+586.7% | $2,596+1209.6% |
| Participant deferral / active EE | $22,840 | $3,384+574.9% | $5,638+305.1% | $4,028+467.1% |
| Admin fee / account holder | $32,321 | $5,755+461.6% | $14,675+120.2% | $5,403+498.2% |