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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 | $380,136 | $71,873+428.9% | $86,698+338.5% | $68,490+455.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.15% | 3.54%-19.7pp | 35.96%-52.1pp | -7.85%-8.3pp |
| Employer contribution / active EE | $9,920 | $2,173+356.4% | $2,837+249.7% | $2,597+282.0% |
| Participant deferral / active EE | $5,329 | $3,779+41.0% | $4,656+14.4% | $4,028+32.3% |
| Admin fee / account holder | $17,409 | $6,110+184.9% | $7,492+132.4% | $5,403+222.2% |