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 | $535,856 | $73,878+625.3% | $143,801+272.6% | $68,494+682.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.21% | 0.91%-20.1pp | -0.04%-19.2pp | -7.86%-11.4pp |
| Employer contribution / active EE | $37,873 | $3,185+1088.9% | $4,952+664.7% | $2,597+1358.5% |
| Participant deferral / active EE | $22,278 | $3,385+558.1% | $5,639+295.1% | $4,028+453.1% |
| Admin fee / account holder | $64,298 | $5,757+1016.9% | $14,680+338.0% | $5,403+1089.9% |