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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 | $463,549 | $97,020+377.8% | $83,322+456.3% | $135,379+242.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.21% | 12.31%-17.5pp | 10.64%-15.8pp | 519.79%-525.0pp |
| Employer contribution / active EE | $19,790 | $4,144+377.6% | $3,379+485.7% | $4,779+314.1% |
| Participant deferral / active EE | $16,041 | $5,964+169.0% | $5,565+188.3% | $5,609+186.0% |
| Admin fee / account holder | $48,890 | $8,426+480.2% | $7,540+548.4% | $10,828+351.5% |