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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 | $393,510 | $106,115+270.8% | $85,969+357.7% | $125,389+213.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.13% | 13.93%-17.1pp | 9.32%-12.4pp | 282.24%-285.4pp |
| Employer contribution / active EE | $19,669 | $4,537+333.5% | $3,474+466.1% | $4,866+304.2% |
| Participant deferral / active EE | $15,075 | $4,859+210.2% | $3,829+293.7% | $5,352+181.7% |
| Admin fee / account holder | $2,129 | $8,144-73.9% | $6,053-64.8% | $9,541-77.7% |