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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 | $404,256 | $81,258+397.5% | $105,218+284.2% | $59,633+577.9% |
| Participation rate | 98.0% | 75.4%+22.6pp | 77.2%+20.7pp | 68.7%+29.3pp |
| Annual return | -0.51% | 1.96%-2.5pp | 5.33%-5.8pp | 2041.40%-2041.9pp |
| Employer contribution / active EE | $10,970 | $2,562+328.2% | $3,255+237.0% | $2,203+398.0% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17,225 | $5,841+194.9% | $6,992+146.3% | $4,297+300.9% |