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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 | $674,423 | $73,867+813.0% | $143,770+369.1% | $68,498+884.6% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -19.00% | 1.01%-20.0pp | -0.04%-19.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $42,323 | $3,184+1229.1% | $4,951+754.8% | $2,596+1530.0% |
| Participant deferral / active EE | $24,185 | $3,384+614.6% | $5,638+329.0% | $4,027+500.5% |
| Admin fee / account holder | $45,889 | $5,755+697.4% | $14,673+212.7% | $5,403+749.3% |