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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 | $354,919 | $147,167+141.2% | $111,392+218.6% | $135,380+162.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -2.89% | -4.44%+1.6pp | -2.06%-0.8pp | 519.81%-522.7pp |
| Employer contribution / active EE | $26,920 | $5,204+417.3% | $4,328+522.0% | $4,779+463.3% |
| Participant deferral / active EE | $9,050 | $6,565+37.9% | $5,567+62.6% | $5,609+61.3% |
| Admin fee / account holder | $220,039 | $20,270+985.6% | $12,266+1693.9% | $10,828+1932.1% |