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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 | $421,538 | $99,032+325.7% | $80,022+426.8% | $135,379+211.4% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.97% | 15.39%-19.4pp | 11.22%-15.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $8,750 | $3,043+187.5% | $2,468+254.5% | $4,779+83.1% |
| Participant deferral / active EE | $7,510 | $4,282+75.4% | $3,686+103.8% | $5,609+33.9% |
| Admin fee / account holder | $19,002 | $10,436+82.1% | $6,521+191.4% | $10,828+75.5% |