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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 | $734,036 | $73,863+893.8% | $143,797+410.5% | $68,490+971.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -13.74% | 0.91%-14.7pp | -0.04%-13.7pp | -7.85%-5.9pp |
| Employer contribution / active EE | $35,227 | $3,185+1006.1% | $4,952+611.3% | $2,597+1256.6% |
| Participant deferral / active EE | $20,094 | $3,385+493.7% | $5,638+256.4% | $4,028+398.9% |
| Admin fee / account holder | $40,279 | $5,756+599.8% | $14,679+174.4% | $5,403+645.5% |