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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 | $371,574 | $97,020+283.0% | $83,327+345.9% | $135,380+174.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.10% | 12.31%-19.4pp | 10.64%-17.7pp | 519.81%-526.9pp |
| Employer contribution / active EE | $20,398 | $4,144+392.3% | $3,379+503.7% | $4,779+326.8% |
| Participant deferral / active EE | $21,500 | $5,964+260.5% | $5,565+286.3% | $5,609+283.3% |
| Admin fee / account holder | $12,071 | $8,426+43.3% | $7,540+60.1% | $10,828+11.5% |