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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 | $301,851 | $140,592+114.7% | $123,105+145.2% | $125,389+140.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.45% | 16.80%-17.2pp | 13.22%-13.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $11,334 | $6,041+87.6% | $5,151+120.0% | $4,866+132.9% |
| Participant deferral / active EE | $14,999 | $6,980+114.9% | $6,229+140.8% | $5,352+180.3% |
| Admin fee / account holder | $105,335 | $11,198+840.7% | $9,014+1068.6% | $9,541+1004.0% |