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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 | $472,499 | $97,020+387.0% | $83,327+467.0% | $135,380+249.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.73% | 12.31%-18.0pp | 10.64%-16.4pp | 519.81%-525.5pp |
| Employer contribution / active EE | $733 | $4,144-82.3% | $3,379-78.3% | $4,779-84.7% |
| Participant deferral / active EE | $5,764 | $5,964-3.4% | $5,565+3.6% | $5,609+2.8% |
| Admin fee / account holder | $20,912 | $8,426+148.2% | $7,540+177.3% | $10,828+93.1% |