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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 | $373,110 | $97,020+284.6% | $83,327+347.8% | $135,380+175.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.89% | 12.31%-19.2pp | 10.64%-17.5pp | 519.81%-526.7pp |
| Employer contribution / active EE | $16,972 | $4,144+309.6% | $3,379+402.3% | $4,779+255.1% |
| Participant deferral / active EE | $12,926 | $5,964+116.7% | $5,565+132.3% | $5,609+130.5% |
| Admin fee / account holder | $6,474 | $8,426-23.2% | $7,540-14.1% | $10,828-40.2% |