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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 | $267,700 | $100,805+165.6% | $86,698+208.8% | $134,532+99.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -7.65% | 29.09%-36.7pp | 35.95%-43.6pp | 418.27%-425.9pp |
| Employer contribution / active EE | $2,644 | $3,490-24.2% | $2,837-6.8% | $4,741-44.2% |
| Participant deferral / active EE | $10,212 | $5,339+91.3% | $4,656+119.3% | $6,401+59.5% |
| Admin fee / account holder | $6,971 | $10,925-36.2% | $7,493-7.0% | $11,429-39.0% |