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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 | $308,502 | $61,815+399.1% | $97,295+217.1% | $80,959+281.1% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 14.57% | -558.73%+573.3pp | 75.62%-61.0pp | 35.67%-21.1pp |
| Employer contribution / active EE | $8,988 | $1,836+389.4% | $2,723+230.1% | $2,757+226.0% |
| Participant deferral / active EE | $6,962 | $3,027+130.0% | $4,264+63.3% | $4,300+61.9% |
| Admin fee / account holder | $25,152 | $5,166+386.9% | $5,646+345.4% | $6,925+263.2% |