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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 | $383,391 | $107,015+258.3% | $73,545+421.3% | $147,585+159.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 5.29% | 38.25%-33.0pp | -15.16%+20.4pp | 578.58%-573.3pp |
| Employer contribution / active EE | $20,505 | $1,760+1065.0% | $1,219+1582.1% | $4,876+320.5% |
| Participant deferral / active EE | $0 | $2,462-100.0% | $1,806-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21,321 | $3,055+597.9% | $2,320+819.1% | $10,886+95.9% |