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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 | $272,447 | $42,383+542.8% | $76,518+256.1% | $64,173+324.6% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -6.01% | -16.54%+10.5pp | -0.27%-5.7pp | 7.63%-13.6pp |
| Employer contribution / active EE | $9,783 | $1,563+525.8% | $2,647+269.5% | $2,381+310.9% |
| Participant deferral / active EE | $6,855 | $2,566+167.1% | $3,836+78.7% | $3,470+97.6% |
| Admin fee / account holder | $1,526 | $3,198-52.3% | $4,849-68.5% | $4,887-68.8% |