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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 | $288,991 | $113,941+153.6% | $94,228+206.7% | $125,388+130.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.11% | 5.29%-5.2pp | 10.68%-10.6pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,360 | $4,727-50.1% | $3,587-34.2% | $4,866-51.5% |
| Participant deferral / active EE | $11,003 | $5,179+112.5% | $4,320+154.7% | $5,352+105.6% |
| Admin fee / account holder | $22,200 | $8,392+164.6% | $6,269+254.1% | $9,541+132.7% |