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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 | $408,919 | $95,188+329.6% | $76,518+434.4% | $135,380+202.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.33% | 4.85%-10.2pp | -0.27%-5.1pp | 519.81%-525.1pp |
| Employer contribution / active EE | $12,893 | $3,303+290.4% | $2,647+387.0% | $4,779+169.8% |
| Participant deferral / active EE | $6,270 | $4,640+35.1% | $3,836+63.5% | $5,609+11.8% |
| Admin fee / account holder | $14,337 | $6,249+129.4% | $4,849+195.7% | $10,828+32.4% |