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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 | $331,993 | $87,546+279.2% | $75,784+338.1% | $125,389+164.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.01% | 13.49%-14.5pp | 9.68%-10.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $17,143 | $3,930+336.2% | $3,323+415.8% | $4,866+252.3% |
| Participant deferral / active EE | $6,841 | $4,230+61.8% | $3,652+87.3% | $5,352+27.8% |
| Admin fee / account holder | $34,261 | $6,503+426.9% | $5,300+546.5% | $9,541+259.1% |