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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 | $372,545 | $63,703+484.8% | $93,063+300.3% | $82,448+351.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 18.37% | -775.43%+793.8pp | 34.15%-15.8pp | 41.64%-23.3pp |
| Employer contribution / active EE | $9,260 | $1,729+435.7% | $2,476+274.0% | $2,551+263.0% |
| Participant deferral / active EE | $7,646 | $2,919+161.9% | $3,958+93.2% | $4,139+84.7% |
| Admin fee / account holder | $40,748 | $5,982+581.2% | $6,033+575.4% | $7,234+463.3% |