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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 | $673,393 | $73,863+811.7% | $143,797+368.3% | $68,490+883.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -7.21% | 0.91%-8.1pp | -0.04%-7.2pp | -7.85%+0.6pp |
| Employer contribution / active EE | $22,151 | $3,185+595.5% | $4,952+347.3% | $2,597+753.1% |
| Participant deferral / active EE | $16,538 | $3,385+388.6% | $5,638+193.3% | $4,028+310.6% |
| Admin fee / account holder | $4,012 | $5,756-30.3% | $14,679-72.7% | $5,403-25.7% |