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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 | $475,223 | $99,032+379.9% | $80,022+493.9% | $135,380+251.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.61% | 15.39%-21.0pp | 11.22%-16.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $12,772 | $3,043+319.6% | $2,468+417.5% | $4,779+167.3% |
| Participant deferral / active EE | $6,658 | $4,282+55.5% | $3,686+80.6% | $5,609+18.7% |
| Admin fee / account holder | $60,548 | $10,436+480.2% | $6,521+828.5% | $10,828+459.2% |