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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 | $476,525 | $82,674+476.4% | $125,381+280.1% | $68,486+595.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 2.28% | -5.97%+8.2pp | 572.31%-570.0pp | -7.85%+10.1pp |
| Employer contribution / active EE | $14,063 | $3,382+315.8% | $4,815+192.0% | $2,597+441.6% |
| Participant deferral / active EE | $5,115 | $6,111-16.3% | $7,448-31.3% | $4,028+27.0% |
| Admin fee / account holder | $2,127 | $6,277-66.1% | $10,007-78.7% | $5,404-60.6% |