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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 | $295,529 | $82,028+260.3% | $123,105+140.1% | $59,633+395.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -1.83% | 5.12%-6.9pp | 13.22%-15.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $11,808 | $3,297+258.2% | $5,151+129.2% | $2,203+436.1% |
| Participant deferral / active EE | $13,894 | $4,667+197.7% | $6,229+123.0% | $3,192+335.3% |
| Admin fee / account holder | $5,227 | $5,879-11.1% | $9,014-42.0% | $4,297+21.6% |