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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 | $273,481 | $63,703+329.3% | $93,063+193.9% | $82,448+231.7% |
| Participation rate | 100.0% | 63.8%+36.2pp | 72.1%+27.9pp | 68.1%+31.9pp |
| Annual return | 18.67% | -775.43%+794.1pp | 34.15%-15.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $7,951 | $1,729+360.0% | $2,476+221.1% | $2,551+211.7% |
| Participant deferral / active EE | $6,240 | $2,919+113.8% | $3,958+57.6% | $4,139+50.8% |
| Admin fee / account holder | $2,735 | $5,982-54.3% | $6,033-54.7% | $7,234-62.2% |