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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 | $250,944 | $77,817+222.5% | $123,553+103.1% | $64,173+291.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.46% | 12.49%-18.9pp | 119.21%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $9,754 | $3,014+223.6% | $4,628+110.8% | $2,381+309.7% |
| Participant deferral / active EE | $7,788 | $5,240+48.6% | $6,426+21.2% | $3,470+124.5% |
| Admin fee / account holder | $5,731 | $5,519+3.8% | $9,284-38.3% | $4,887+17.3% |