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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 | $556,132 | $77,816+614.7% | $123,549+350.1% | $64,181+766.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.89% | 12.49%-17.4pp | 119.20%-124.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $10,420 | $3,014+245.7% | $4,628+125.2% | $2,381+337.7% |
| Participant deferral / active EE | $7,417 | $5,240+41.5% | $6,426+15.4% | $3,470+113.8% |
| Admin fee / account holder | $7,137 | $5,519+29.3% | $9,284-23.1% | $4,887+46.0% |