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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 | $275,457 | $72,177+281.6% | $115,038+139.4% | $59,633+361.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -0.94% | 12.02%-13.0pp | 26.14%-27.1pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $15,284 | $2,841+437.9% | $4,608+231.7% | $2,203+593.9% |
| Participant deferral / active EE | $12,918 | $4,783+170.1% | $6,026+114.4% | $3,192+304.8% |
| Admin fee / account holder | $18,765 | $4,927+280.9% | $8,175+129.5% | $4,297+336.7% |