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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 | $281,610 | $94,529+197.9% | $140,019+101.1% | $64,181+338.8% |
| Participation rate | 97.2% | 84.1%+13.1pp | 87.5%+9.7pp | 69.6%+27.7pp |
| Annual return | -4.56% | 7.77%-12.3pp | 651.15%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $23,530 | $3,812+517.2% | $5,605+319.8% | $2,381+888.3% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $9,583 | $6,741+42.2% | $10,705-10.5% | $4,887+96.1% |