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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 | $561,671 | $77,817+621.8% | $123,553+354.6% | $64,173+775.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.29% | 12.49%-15.8pp | 119.21%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $22,471 | $3,014+645.6% | $4,628+385.5% | $2,381+843.8% |
| Participant deferral / active EE | $17,678 | $5,240+237.4% | $6,426+175.1% | $3,470+409.5% |
| Admin fee / account holder | $73,293 | $5,519+1228.0% | $9,284+689.4% | $4,887+1399.6% |