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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 | $452,829 | $94,529+379.0% | $140,019+223.4% | $64,173+605.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.52% | 7.77%-11.3pp | 651.17%-654.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $2,794 | $3,812-26.7% | $5,605-50.2% | $2,381+17.3% |
| Participant deferral / active EE | $13,203 | $5,250+151.5% | $6,927+90.6% | $3,470+280.5% |
| Admin fee / account holder | $20,212 | $6,741+199.8% | $10,705+88.8% | $4,887+313.5% |