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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 | $265,691 | $77,817+241.4% | $123,553+115.0% | $64,173+314.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.73% | 12.49%-16.2pp | 119.21%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $9,998 | $3,014+231.7% | $4,628+116.0% | $2,381+320.0% |
| Participant deferral / active EE | $8,741 | $5,240+66.8% | $6,426+36.0% | $3,470+151.9% |
| Admin fee / account holder | $37,003 | $5,519+570.4% | $9,284+298.5% | $4,887+657.1% |