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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 | $343,557 | $87,544+292.4% | $75,784+353.3% | $125,388+174.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -1.07% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $19,348 | $3,930+392.3% | $3,323+482.2% | $4,866+297.6% |
| Participant deferral / active EE | $7,340 | $4,229+73.6% | $3,652+101.0% | $5,352+37.2% |
| Admin fee / account holder | $32,056 | $6,502+393.0% | $5,300+504.9% | $9,541+236.0% |