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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 | $562,767 | $94,529+495.3% | $140,019+301.9% | $64,173+777.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.83% | 7.77%-11.6pp | 651.17%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $30,345 | $3,812+695.9% | $5,605+441.4% | $2,381+1174.6% |
| Participant deferral / active EE | $14,270 | $5,250+171.8% | $6,927+106.0% | $3,470+311.3% |
| Admin fee / account holder | $19,494 | $6,741+189.2% | $10,705+82.1% | $4,887+298.9% |