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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 | $553,332 | $97,020+470.3% | $83,327+564.0% | $135,380+308.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.35% | 12.31%-18.7pp | 10.64%-17.0pp | 519.81%-526.2pp |
| Employer contribution / active EE | $16,555 | $4,144+299.5% | $3,379+390.0% | $4,779+246.4% |
| Participant deferral / active EE | $9,239 | $5,964+54.9% | $5,565+66.0% | $5,609+64.7% |
| Admin fee / account holder | $37,057 | $8,426+339.8% | $7,540+391.4% | $10,828+242.2% |