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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 | $589,340 | $73,848+698.0% | $143,799+309.8% | $68,486+760.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -12.14% | 0.91%-13.1pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $15,012 | $3,184+371.4% | $4,952+203.1% | $2,597+478.1% |
| Participant deferral / active EE | $3,309 | $3,385-2.2% | $5,638-41.3% | $4,028-17.8% |
| Admin fee / account holder | $9,687 | $5,755+68.3% | $14,677-34.0% | $5,404+79.3% |