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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 | $439,738 | $99,032+344.0% | $80,022+449.5% | $135,380+224.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.58% | 15.39%-17.0pp | 11.22%-12.8pp | 519.81%-521.4pp |
| Employer contribution / active EE | $9,066 | $3,043+197.9% | $2,468+267.4% | $4,779+89.7% |
| Participant deferral / active EE | $3,846 | $4,282-10.2% | $3,686+4.4% | $5,609-31.4% |
| Admin fee / account holder | $7,040 | $10,436-32.5% | $6,521+8.0% | $10,828-35.0% |