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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 | $1,064,620 | $76,000+1300.8% | $154,111+590.8% | $64,186+1558.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.15%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $30,202 | $3,351+801.4% | $5,298+470.1% | $2,381+1168.5% |
| Participant deferral / active EE | $18,970 | $3,175+497.4% | $5,081+273.4% | $3,470+446.7% |
| Admin fee / account holder | $75,289 | $5,596+1245.4% | $13,411+461.4% | $4,888+1440.2% |