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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 | $279,003 | $72,404+285.3% | $110,243+153.1% | $64,173+334.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.46% | -6.29%-1.2pp | 314.76%-322.2pp | 7.63%-15.1pp |
| Employer contribution / active EE | $4,498 | $2,282+97.1% | $3,827+17.5% | $2,381+88.9% |
| Participant deferral / active EE | $10,850 | $3,469+212.7% | $4,672+132.2% | $3,470+212.7% |
| Admin fee / account holder | $2,282 | $5,664-59.7% | $8,548-73.3% | $4,887-53.3% |