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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 | $696,944 | $72,404+862.6% | $110,243+532.2% | $64,173+986.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.64% | -6.29%+0.6pp | 314.76%-320.4pp | 7.63%-13.3pp |
| Employer contribution / active EE | $19,512 | $2,282+755.2% | $3,827+409.9% | $2,381+719.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $129,312 | $5,664+2182.9% | $8,548+1412.8% | $4,887+2545.8% |