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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 | $471,533 | $77,816+506.0% | $123,549+281.7% | $64,181+634.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.34% | 12.49%-15.8pp | 119.20%-122.5pp | 7.63%-11.0pp |
| Employer contribution / active EE | $13,666 | $3,014+353.4% | $4,628+195.3% | $2,381+474.0% |
| Participant deferral / active EE | $10,875 | $5,240+107.5% | $6,426+69.2% | $3,470+213.4% |
| Admin fee / account holder | $22,330 | $5,519+304.6% | $9,284+140.5% | $4,887+356.9% |