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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 | $262,829 | $72,404+263.0% | $110,243+138.4% | $64,173+309.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -6.87% | -6.29%-0.6pp | 314.76%-321.6pp | 7.63%-14.5pp |
| Employer contribution / active EE | $4,887 | $2,282+114.2% | $3,827+27.7% | $2,381+105.3% |
| Participant deferral / active EE | $6,238 | $3,469+79.8% | $4,672+33.5% | $3,470+79.8% |
| Admin fee / account holder | $5,680 | $5,664+0.3% | $8,548-33.6% | $4,887+16.2% |