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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 | $282,788 | $85,790+229.6% | $67,313+320.1% | $135,380+108.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.49% | -0.54%-5.0pp | -4.08%-1.4pp | 519.81%-525.3pp |
| Employer contribution / active EE | $7,278 | $3,487+108.7% | $2,566+183.7% | $4,779+52.3% |
| Participant deferral / active EE | $11,897 | $4,651+155.8% | $3,568+233.4% | $5,609+112.1% |
| Admin fee / account holder | $24,263 | $6,392+279.6% | $4,507+438.4% | $10,828+124.1% |