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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 | $321,723 | $58,577+449.2% | $83,323+286.1% | $64,181+401.3% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -4.14% | 9.65%-13.8pp | 10.63%-14.8pp | 7.63%-11.8pp |
| Employer contribution / active EE | $16,749 | $2,098+698.2% | $3,379+395.7% | $2,381+603.5% |
| Participant deferral / active EE | $6,094 | $4,654+30.9% | $5,565+9.5% | $3,470+75.6% |
| Admin fee / account holder | $17,862 | $9,275+92.6% | $7,539+136.9% | $4,887+265.5% |