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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 | $282,965 | $87,546+223.2% | $75,784+273.4% | $125,389+125.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.07% | 13.49%-13.4pp | 9.68%-9.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $19,023 | $3,930+384.0% | $3,323+472.4% | $4,866+290.9% |
| Participant deferral / active EE | $13,297 | $4,230+214.4% | $3,652+264.1% | $5,352+148.5% |
| Admin fee / account holder | $1,461 | $6,503-77.5% | $5,300-72.4% | $9,541-84.7% |