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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 | $472,909 | $77,817+507.7% | $123,553+282.8% | $64,173+636.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.12% | 12.49%-15.6pp | 119.21%-122.3pp | 7.63%-10.8pp |
| Employer contribution / active EE | $23,030 | $3,014+664.1% | $4,628+397.6% | $2,381+867.3% |
| Participant deferral / active EE | $8,061 | $5,240+53.8% | $6,426+25.4% | $3,470+132.3% |
| Admin fee / account holder | $84,424 | $5,519+1429.7% | $9,284+809.3% | $4,887+1627.4% |