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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 | $560,437 | $73,848+658.9% | $143,799+289.7% | $68,486+718.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.00% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $31,562 | $3,184+891.1% | $4,952+537.4% | $2,597+1115.5% |
| Participant deferral / active EE | $14,250 | $3,385+321.0% | $5,638+152.7% | $4,028+253.8% |
| Admin fee / account holder | $27,271 | $5,755+373.9% | $14,677+85.8% | $5,404+404.7% |