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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 | $290,401 | $81,870+254.7% | $119,608+142.8% | $68,495+324.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -18.84% | -23.82%+5.0pp | -14.98%-3.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $9,171 | $2,692+240.7% | $4,232+116.7% | $2,596+253.2% |
| Participant deferral / active EE | $11,525 | $4,148+177.8% | $5,601+105.7% | $4,028+186.1% |
| Admin fee / account holder | $29,928 | $6,583+354.6% | $10,326+189.8% | $5,403+453.9% |