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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 | $588,181 | $92,219+537.8% | $76,767+666.2% | $135,380+334.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -1.03% | 5.46%-6.5pp | 2.43%-3.5pp | 519.81%-520.8pp |
| Employer contribution / active EE | $26,213 | $3,216+715.1% | $2,485+954.7% | $4,779+448.5% |
| Participant deferral / active EE | $4,317 | $4,508-4.3% | $3,852+12.1% | $5,609-23.0% |
| Admin fee / account holder | $118,255 | $10,749+1000.2% | $6,675+1671.5% | $10,828+992.1% |