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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 | $981,157 | $86,701+1031.7% | $73,309+1238.4% | $125,389+682.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.41% | 2.78%-4.2pp | 5.67%-7.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $23,333 | $4,152+461.9% | $3,237+620.8% | $4,866+379.5% |
| Participant deferral / active EE | $16,000 | $5,549+188.3% | $4,991+220.6% | $5,352+199.0% |
| Admin fee / account holder | $8,095 | $7,768+4.2% | $5,635+43.7% | $9,541-15.2% |