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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 | $355,858 | $82,028+333.8% | $123,105+189.1% | $59,633+496.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | -0.99% | 5.12%-6.1pp | 13.22%-14.2pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $24,606 | $3,297+646.4% | $5,151+377.7% | $2,203+1017.1% |
| Participant deferral / active EE | $15,664 | $4,667+235.7% | $6,229+151.5% | $3,192+390.8% |
| Admin fee / account holder | $46,538 | $5,879+691.7% | $9,014+416.3% | $4,297+983.0% |