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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 | $375,642 | $94,529+297.4% | $140,019+168.3% | $64,173+485.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.47% | 7.77%-13.2pp | 651.17%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $14,482 | $3,812+279.8% | $5,605+158.4% | $2,381+508.3% |
| Participant deferral / active EE | $17,079 | $5,250+225.3% | $6,927+146.6% | $3,470+392.2% |
| Admin fee / account holder | $13,627 | $6,741+102.2% | $10,705+27.3% | $4,887+178.8% |