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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 | $290,166 | $75,935+282.1% | $60,547+379.2% | $125,388+131.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 0.49% | -5.38%+5.9pp | 335.64%-335.2pp | 282.24%-281.7pp |
| Employer contribution / active EE | $8,489 | $3,438+146.9% | $2,419+250.9% | $4,866+74.4% |
| Participant deferral / active EE | $5,765 | $4,506+27.9% | $3,328+73.2% | $5,352+7.7% |
| Admin fee / account holder | $1,693 | $6,768-75.0% | $4,536-62.7% | $9,541-82.3% |