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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 | $312,952 | $112,300+178.7% | $90,223+246.9% | $125,388+149.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.99% | -0.57%-0.4pp | 1.31%-2.3pp | 282.24%-283.2pp |
| Employer contribution / active EE | $15,775 | $5,181+204.5% | $4,378+260.3% | $4,866+224.2% |
| Participant deferral / active EE | $12,564 | $6,733+86.6% | $5,792+116.9% | $5,352+134.8% |
| Admin fee / account holder | $33,562 | $10,990+205.4% | $7,406+353.2% | $9,541+251.8% |