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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 | $370,695 | $64,719+472.8% | $112,249+230.2% | $68,486+441.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.59% | -11.40%-0.2pp | 27.48%-39.1pp | -7.85%-3.7pp |
| Employer contribution / active EE | $18,409 | $2,747+570.2% | $3,636+406.3% | $2,597+609.0% |
| Participant deferral / active EE | $8,479 | $3,565+137.8% | $4,729+79.3% | $4,028+110.5% |
| Admin fee / account holder | $11,683 | $5,232+123.3% | $6,412+82.2% | $5,404+116.2% |