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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 | $314,032 | $54,162+479.8% | $68,612+357.7% | $64,173+389.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -5.79% | -1.62%-4.2pp | -4.63%-1.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $9,143 | $1,846+395.3% | $2,625+248.3% | $2,381+284.0% |
| Participant deferral / active EE | $3,068 | $2,626+16.8% | $3,311-7.3% | $3,470-11.6% |
| Admin fee / account holder | $31,253 | $4,029+675.8% | $5,131+509.1% | $4,887+539.5% |