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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 | $334,053 | $77,817+329.3% | $123,553+170.4% | $64,173+420.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.57% | 12.49%-18.1pp | 119.21%-124.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,543 | $3,014+150.3% | $4,628+63.0% | $2,381+216.8% |
| Participant deferral / active EE | $11,314 | $5,240+115.9% | $6,426+76.1% | $3,470+226.1% |
| Admin fee / account holder | $4,117 | $5,519-25.4% | $9,284-55.7% | $4,887-15.8% |