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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 | $319,456 | $69,518+359.5% | $59,887+433.4% | $135,379+136.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -1.54% | 7.95%-9.5pp | 3.46%-5.0pp | 519.79%-521.3pp |
| Employer contribution / active EE | $16,400 | $3,235+407.0% | $2,722+502.4% | $4,779+243.2% |
| Participant deferral / active EE | $16,400 | $4,204+290.1% | $3,402+382.1% | $5,609+192.4% |
| Admin fee / account holder | $1,139 | $5,734-80.1% | $3,591-68.3% | $10,828-89.5% |