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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 | $314,578 | $95,915+228.0% | $79,580+295.3% | $134,532+133.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.05% | -2.71%-3.3pp | 0.15%-6.2pp | 418.27%-424.3pp |
| Employer contribution / active EE | $24,008 | $3,129+667.3% | $2,413+894.8% | $4,741+406.4% |
| Participant deferral / active EE | $3,226 | $4,693-31.3% | $3,985-19.0% | $6,401-49.6% |
| Admin fee / account holder | $17,849 | $9,132+95.5% | $6,835+161.1% | $11,429+56.2% |