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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 | $311,579 | $127,387+144.6% | $115,038+170.8% | $125,389+148.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.50% | 31.28%-32.8pp | 26.14%-27.6pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,112 | $5,166-78.5% | $4,608-75.9% | $4,866-77.2% |
| Participant deferral / active EE | $13,836 | $6,423+115.4% | $6,026+129.6% | $5,352+158.5% |
| Admin fee / account holder | $153,480 | $9,516+1512.8% | $8,175+1777.4% | $9,541+1508.7% |