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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 | $713,788 | $140,578+407.8% | $100,671+609.0% | $125,389+469.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -2.15% | 24.67%-26.8pp | 20.43%-22.6pp | 282.24%-284.4pp |
| Employer contribution / active EE | $35,749 | $5,965+499.3% | $4,012+791.0% | $4,866+634.6% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $46,817 | $6,716+597.1% | $4,850+865.3% | $9,541+390.7% |