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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 | $327,879 | $97,020+238.0% | $83,327+293.5% | $135,380+142.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.83% | 12.31%-21.1pp | 10.64%-19.5pp | 519.81%-528.6pp |
| Employer contribution / active EE | $17,020 | $4,144+310.8% | $3,379+403.7% | $4,779+256.2% |
| Participant deferral / active EE | $7,745 | $5,964+29.9% | $5,565+39.2% | $5,609+38.1% |
| Admin fee / account holder | $10,782 | $8,426+28.0% | $7,540+43.0% | $10,828-0.4% |