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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 | $320,580 | $57,352+459.0% | $83,831+282.4% | $64,173+399.6% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.11% | 11.38%-11.3pp | 850.99%-850.9pp | 7.63%-7.5pp |
| Employer contribution / active EE | $13,647 | $2,546+436.1% | $3,631+275.8% | $2,381+473.2% |
| Participant deferral / active EE | $8,424 | $2,993+181.5% | $4,082+106.4% | $3,470+142.8% |
| Admin fee / account holder | $6,532 | $4,046+61.4% | $5,479+19.2% | $4,887+33.7% |