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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 | $334,019 | $92,219+262.2% | $76,767+335.1% | $135,380+146.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -4.20% | 5.46%-9.7pp | 2.43%-6.6pp | 519.81%-524.0pp |
| Employer contribution / active EE | $11,049 | $3,216+243.6% | $2,485+344.6% | $4,779+131.2% |
| Participant deferral / active EE | $9,385 | $4,508+108.2% | $3,852+143.7% | $5,609+67.3% |
| Admin fee / account holder | $10,207 | $10,749-5.0% | $6,675+52.9% | $10,828-5.7% |